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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Fill Box 19 on CMS 1500 Form
Allow me to fill in Box 19 on a client's claim.
7 votes -
Display column header on each page of printed PDF reports
When the Invoice Aging report is printed, the column headings are only on the first page. It would be very helpful to have the column headings printed on each page.
2 votes -
Add school information to client details
Allow me to add more information about a client's school information in their client details.
3 votes -
Add custom appointment status options
I’d love to see an option that has clients appt’s listed as “pending” and “in lobby” in addition to the already existing options of kept, cancelled, etc.
38 votes -
Move existing progress note to a different case
Allow me to move a progress note to a different case for the client because sometimes it gets saved to the wrong case.
12 votes -
Send forms to multiple clients
Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.
42 votes -
Require linked appointment when saving Progress Notes
As an admin, allow me to require a progress note be linked to an appointment before it can be saved as sometimes our therapists forget to link progress notes to dates of service.
5 votes -
Allow staff without billing permissions to see client Insurance details
If we could have some way therapists can see who the insurance payer is without having any billing permissions, that would be amazing! Our reasoning behind it is some insurance payers allow for two sessions a week versus one and it would help our therapists know how many sessions can be scheduled in one week.
21 votes -
Default client's intake date field to date of completed initial assessment
We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened not when the client was added to the system, this is costly detail in an audit.
27 votes -
Default client's intake date field to date of first kept appointment
I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date. It should be the day they filled everything out, either via the portal or in the office.
67 votes -
Make statements more visually appealing
Make the statements more visually appealing. Right now they are very grey and bland.
2 votes -
Apply a discount to a client's invoice
Allow me to apply a discount to a client's invoice. For example, the line item might read something like "25% discount" and show the amount that is deducted from the total.
26 votes -
Patient collections
Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
7 votes -
Transfer invoice line items to another invoice
Allow me to transfer services, unapplied payments, payments, and credits from one invoice to another, or from one client's ledger to another client.
10 votes -
Add ability to reactivate inactive insurance
Currently, once insurance is marked as inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
76 votes -
Add GIFs to Practice Chat
Allow me to add GIFs to my practice chat messages.
2 votes -
Add customizable text shortcuts/phrases to assist in note writing
Add customizable macros shortcuts to assist in note writing like the Mental Status Exam selections. IE - Supportive Counseling, EMDR, CBT, Active Listening, etc.
35 votes -
Remove non-scheduling staff from calendar
We have staff members who only perform office tasks and will never have an appointment scheduled with them. Allow me to remove them from the Staff filter in the calendar so the filter is easier to use.
3 votes -
Include diagnosis codes in reports
When running reports in TheraNest, allow me to include the client's diagnosis code(s).
35 votes -
Download intake paperwork directly to Clinical Docs
Currently, all of the intake paperwork completed in the patient portal is downloaded into General Docs. Since this paperwork frequently contains HIPAA protected information, it would be better if could immediately be placed in the Clinical Docs so only the assigned therapist can see it.
24 votes
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