TheraNest App
We love to hear TheraNest feature requests from you! Use the field below to search for existing ideas. Vote on ideas you like or agree with. If you have a new idea that hasn’t been submitted by anyone else, submit it. If you have many ideas, submit them separately.
1564 results found
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Remove reply-to email when sending invoices and statements
Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.
7 votes -
Display supervisor and supervisee on superbills
Allow me the option to include the name of my supervisor and supervisee on superbills because our state board requires it.
13 votes -
Implement client survey tool to capture feedback
Allow me to send my clients a survey to capture their feedback about their treatment at a certain frequency (e.g., I may want to send these surveys after every session, when their case is closed, etc.).
43 votes -
Add appointment notes to Detailed Attendance report
Include any appointment notes on the Detailed Attendance report.
10 votes -
Store default invoice footnote
Allow me to set a default message that appears on all invoice footnotes so that I don't have to type it in each time.
28 votes -
Customize Superbill template
Option to edit the template on the superbill. It will make this option so much more userfriendly!
28 votes -
Visually differentiate between individual appointments, group appointments and non-client events in the Calendar
I need a way to easily see at a glance what kind of appointment or event I have on my calendar, whether it's for an individual, a group, or a non-client event like an office meeting.
45 votes -
Add color coding to rooms and locations to display in the Calendar
Add the ability to designate a color label to be associated with a room or location and have it display in the Calendar.
29 votes -
Edit CMS 1500 form
Allow me to edit and save changes to the CSM 1500 claim forms. Some payers require certain options to be highlighted on the form in order for it to be processed. The only way to do this is to manually edit the claim after it's been denied and resubmit.
32 votes -
Send secure message alert to client's secondary email address
It would be great if the email sent to clients alerting of a secure message could be sent to both the primary and secondary email addresses on file in TheraNest. This would be especially helpful for minor clients with divorced parents.
25 votes -
Disable allowing clients to cancel via text reminders
Allow me to disable allowing clients to cancel and confirm appointments through the text reminders they receive.
7 votes -
Electronic New Hire Paperwork
Allow Staff to electronically sign and upload new hire paperwork and other documents related to employment.
Create an HR level permission with - and separate from- Administrative.
16 votes -
Create new report for declined credit card charges
It would be nice to be able to have all declined credit card charges available in one list to ensure all charges have been resubmitted with out having to go through each client to check.
25 votes -
Display transaction details for payments throughout client Ledger
The client statement has a column for the transaction description that includes details about the payment number and the type of payment that was received. After charging a credit card, I have no way to go back and know which card was charged when they have more than one on file. Please show the last four digits on the payment history and /or the receipt.
10 votes -
Display service type description in Payroll by Rendering Provider report
When running the Payroll report, allow me to view the description of the service type.
5 votes -
Add address field when adding household members to a client
When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.
3 votes -
Add location filter to the Write-off report
Allow me to filter by location when running the Write-off report.
2 votes -
Show appointment statuses in synced calendars
When viewing my appointments on my synced calendar, show the appointment status (e.g., canceled, late canceled, etc.).
44 votes -
Delete upcoming appointments when deactivating a staff member
Automatically delete any upcoming appointments when I deactivate a staff member.
3 votes -
Claim tracking for paper claims
Allow me to mark which payers use paper claims and a way to track and manage those separately.
8 votes
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