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TheraNest App

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1564 results found

  1. Bill using UB-04 claim form

    It would be very beneficial to us if Theranest could support the UB-04 claim form format, as we are licensed as an outpatient d/a facility, and must file on an institutional claim form for some of our payers.

    11 votes

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  2. Sync with Quickbooks

    Allow me to sync my TheraNest account with Quickbooks.

    6 votes

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  3. Store received intake forms individually instead of bundled as one PDF

    When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.

    16 votes

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  4. Customize default message when sharing forms

    When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.

    17 votes

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  5. Change appointment time and service types in progress notes

    There are times that I will have to go over the scheduled timeframe and need to bill a different code. I'd like to change this on the progress note and have it reflected back on the appointment, so our records are accurate.

    23 votes

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  6. Add staff member who made status change to the No Show Appointments report

    When running the No Show Appointments report, allow me to view the staff member who changed the status of the appointment, similar to how it's displayed in the Canceled & Rescheduled Appointments report.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  7. Automatically delete appointments for archived clients

    When I archive a client, automatically delete all of their upcoming appointments.

    44 votes

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  8. Share non-intake documents with clients on the client portal

    Allow me to share other documents, outside of intake/custom forms, with clients on the client portal (e.g., session worksheets).

    30 votes

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  9. Payroll Report that is visible only to individual staff

    I would like to allow my staff members to see their payroll information in the Payroll report, but block them from seeing other staff members' payroll information.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
  10. Add ability to filter Agenda by unbilled appointments

    Add ability to filter Agenda by unbilled appointments so we can easily see when an appointment is missing an invoice.

    2 votes

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  11. Allow supervisees to sign notes before Supervisors

    Allow a supervisee to sign their note before sending it to the supervisor for approval/co-signature.

    64 votes

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  12. API access

    Allow me to have access to TheraNest's API.

    22 votes

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  13. Display archived date on archived clients list

    Allow me to see the date I archived the client when viewing the list of archived clients.

    5 votes

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  14. Allow payment plans for invoices & statements

    As a self-pay provider, I often provide payment plans for larger bills (e.g. if a bill is $1000). Allow me the option to include information about a payment plan when sending invoices or statements to clients.

    5 votes

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  15. Add lab integration

    It would be great for Theranest to interface with a lab company to allow us to order lab tests/studies and get results right inside the EMR.

    13 votes

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    4 comments  ·  E-Prescribe  ·  Admin →
  16. Pull treatment goals and dx codes into custom forms

    Allow me to include the client's treatment goals and diagnosis codes in a custom form. We've created a custom form for our progress notes and want to include this information.

    14 votes

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  17. Add place of service to detailed attendance report

    Include the place of service when running the detailed attendance report.

    14 votes

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    4 comments  ·  Reporting  ·  Admin →
  18. Set a default place of service per client

    Set a place of service default from the client details page so that any invoice and progress note auto-populates with that place of service.

    43 votes

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  19. Enter service type in progress note without requiring appointment

    Allow me to create a progress note and attach a service type without having to attach the progress note to an appointment.

    8 votes

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  20. Sound alert for new practice chat message

    Allow me to turn on the option to receive an audible alert when I receive a new practice chat message.

    17 votes

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