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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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 -
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 -
Bulk sign progress notes
Allow me to bulk sign my progress notes to speed up my documentation.
101 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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.
89 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 images641 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.
88 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.
21 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
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