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TheraNest App

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1564 results found

  1. Link custom forms to appointments

    When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.

    49 votes

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  2. Add Client ID to all reports

    Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.

    66 votes

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    22 comments  ·  Reporting  ·  Admin →
  3. Bulk sign progress notes

    Allow me to bulk sign my progress notes to speed up my documentation.

    101 votes

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  4. Designate clients as private pay

    Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.

    95 votes

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  5. Alert for when a client has been closed for 7 years

    Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fully delete the client from TheraNest.

    62 votes

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  6. Automatically assign appointments to staff assigned to client

    When I make an appointment, automatically assign the therapist that's assigned to the client instead of assigning the staff member that is creating the appointment.

    20 votes

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  7. Select which goals appear on progress notes

    Allow me to select which goals appear on the client's progress note for that session. I only want the relevant goals that we worked on in that session to appear, or none at all, rather than having all of their goals appear.

    163 votes

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  8. Include session start and end times on progress notes

    Allow me to enter the start and end time of the session on a progress note because payers require this and it's easier to enter the times than adjust the duration.

    192 votes

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  9. Add ability to create progress notes and view linked notes from client Appointments list

    I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.

    102 votes

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  10. Automatically apply ERA check number to payment number on invoice

    Please add check number of the insurance payment when processing the ERAs on my behalf.

    83 votes

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  11. Schedule recurring/automatic payments

    For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.

    199 votes

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  12. Automatically copy address from client to insured

    It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!

    30 votes

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  13. Add ability to duplicate existing appointment and appointment details

    It would be helpful to be able to copy a calendar appointment and maybe drag it to another date and time on the calendar, without having to input all the information again.

    27 votes

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  14. Wiley Homework Planner and/or document library

    Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.

    35 votes

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  15. Add rendering provider and filter to the Invoice Aging report

    Allow me to view and filter by the rendering provider when running the Invoice Aging report.

    89 votes

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    19 comments  ·  Reporting  ·  Admin →
  16. Formatting options for dynamic forms

    Would like the ability to format custom forms similar to other word processors:
    - Adjust font sizes, colors
    - Paragraph styles
    - Inserting tables
    - Adding images

    641 votes

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  17. Change CPT code in ledger

    Sometimes I want to change the CPT code right before I save and add for submission to insurance. It would be nice if I could do that on that screen instead of having to delete the invoice, go back to calendar, change the CPT, and recreate the invoice.

    88 votes

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  18. Integration with CONTINUUM

    Allow me to integrate with ASAM CONTINUUM so I can complete Substance abuse assessments which are different in nature to a certain degree from biopsychosocial assessments.

    7 votes

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  19. Include location in email when appointment is scheduled

    Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.

    21 votes

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  20. Add multiple staff members to existing appointments

    Allow me to add more staff members to an existing appointment instead of having to delete the appointment and create a new one.

    6 votes

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