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.
1557 results found
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Schedule recurring/automatic payments
For clients that are on payment plans, allow me to set up scheduled or recurring payments for a set amount.
197 votes -
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 -
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 -
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 -
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.
88 votes -
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 images631 votes -
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.
86 votes -
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 -
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.
20 votes -
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 -
Customize color scheme
Allow me to customize the visual appearance of my TheraNest account so I can choose other color schemes.
45 votes -
Search by client name or event title in calendar
When we go to the schedule a patient, most of them ask when is their next appointment. It would be better if we could search their name right on the calendar schedule and it pop up with their next appointments scheduled instead of having to go back to clients and go into details and then appointments. Then we lose our spot on the schedule and have to go back to it.
86 votes -
Report on therapists' hours
Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.
62 votes -
Accept ACH payments from clients
In addition to the credit card options for payments, allow my clients to make payments using ACH.
164 votes -
Allow for calendar view with client's first name and last name initial
Allow me to view appointments on the calendar with only the client's first name and last initial.
56 votes -
Share form templates with other TheraNest users
Allow me to share my Dynamic Form templates with other TheraNest users and have them share their forms with me.
110 votes -
Report on missing, expiring, and unsigned treatment plans
Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.
290 votes -
Offer EAP as insurance option
Could you add Employee Assistance Programs as an Insurance Option and allow the number of sessions completed with the number of sessions covered (eg 1/5) to show where the copay would normally show? Perhaps a flag could appear on the final visit prompting the therapist to complete paperwork and provide referrals on the final session?
21 votes -
Enable monthly superbill generation
Similar to simple practice that allows you to automatically generate monthly statements or superbills.
72 votes -
Fax documents from TheraNest
Allow me to fax documents from TheraNest.
264 votes
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