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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Add ability to show/hide archived service types in reports
Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
7 votes -
Add insurance payer to Payment Methods report
Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.
18 votes -
Remove deactivated staff from practice chat
Remove all staff that have been deactivated from practice chat, otherwise, it's hard to find the person I'm looking for.
24 votes -
Keep history of past billing notes in client Bill To & Insurance details
Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
9 votes -
Options for Automated Reminders to Clients to Pay Invoices
I would love to be able to schedule automatic reminders that can be sent to clients to pay invoices by a given date. Many of them either do not give us permission to save/charge their card and/or just forget to check their portal, which means I have to spend additional time checking to see who hasn't paid and then send them follow up reminders.
18 votes -
Edit place of service default list in organization
Have the ability to not only have a default place of service, but be able to add, edit, or remove to what is on the default list under my organization.
7 votes -
Update credit card expiration date
For saved credit cards that have expired, allow me to update the credit card expiration date without having to re-enter all the credit card information.
27 votes -
Assign custom forms to specific clients
I would like to be able to assign specific custom forms to specific clients instead of them seeing all forms.
15 votes -
Display client's first name and last name in separate columns on reports
Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
7 votes -
View payment number from payment history
Allow me to view the payment number from the Payment History tab of a client's ledger.
5 votes -
Notify staff when they have been assigned a new client
Send a notification to the staff member when a new client or prospective has been assigned to them.
18 votes -
Make save & e-sign button separate rather than under a dropdown
When working on a clinical document, make the "save & e-sign" button a separate button rather than a dropdown under the "save" button.
4 votes -
Cancel all client appointments if family appointment
If the appointment is associated with a family case, allow me to cancel the entire family appointment for everyone rather than having to update the status for each individual on the appointment.
9 votes -
Select which staff can view my calendar
Allow me to choose which staff members can view another staff member's calendar. For example, a supervisor may need to view only their supervisees' calendars but not anyone else's.
17 votes -
Edit appointment status after invoice creation
Allow me to edit the appointment status of an invoice without having to delete the invoice. We invoice all of our clients first thing in the morning and then need to be able to change the status of appointments as needed.
22 votes -
Buffer Option Between Appointments
Buffer Option Between Appointments
- Allowing Therapist to set desired buffer between appointments automatically: if a Ct schedules a 1-2 p appt. and there is an automatic 15 minute buffer, then the calendar blocks out 15 minutes before and after this session.28 votes -
Display client credit on Agenda
If a client has a credit, allow me to view how much their credit is on the Agenda.
37 votes -
Allow admins to remove signatures from treatment plans
As an administrator at my organization, allow me to remove signatures from treatment plans so that edits can be made.
12 votes -
Automatically send client superbill when credit card is charged
Allow me to send a superbill to a client when payment is collected.
57 votes -
Filter batch statements by rendering provider
Allow me to filter batch statements by rendering provider so I can quickly create statements for clients only.
6 votes
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