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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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 -
Sync with Quickbooks
Allow me to sync my TheraNest account with Quickbooks.
6 votes -
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 -
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 -
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 -
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 -
Automatically delete appointments for archived clients
When I archive a client, automatically delete all of their upcoming appointments.
44 votes -
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 -
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 -
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 -
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 -
API access
Allow me to have access to TheraNest's API.
22 votes -
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 -
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 -
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 -
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 -
Add place of service to detailed attendance report
Include the place of service when running the detailed attendance report.
14 votes -
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 -
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 -
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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