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TheraNest App

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1564 results found

  1. Customize color scheme

    Allow me to customize the visual appearance of my TheraNest account so I can choose other color schemes.

    45 votes

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  2. 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

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  3. 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

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    12 comments  ·  Reporting  ·  Admin →
  4. Accept ACH payments from clients

    In addition to the credit card options for payments, allow my clients to make payments using ACH.

    166 votes

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  5. 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

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  6. 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

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  7. 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.

    301 votes

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    83 comments  ·  Reporting  ·  Admin →
  8. 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

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  9. Enable monthly superbill generation

    Similar to simple practice that allows you to automatically generate monthly statements or superbills.

    72 votes

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  10. Fax documents from TheraNest

    Allow me to fax documents from TheraNest.

    275 votes

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  11. Add ability to invoice half and quarter unit increments

    For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed.

    We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!

    24 votes

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  12. Bill with contracted rates per payer and service with automatic write-offs

    Have the contracted rates set up with the payer override the balance due on new invoices and the difference between the contracted rate and the billed amount should be automatically written off.

    104 votes

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  13. Remind me if client's have a credit when processing a payment

    When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.

    25 votes

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  14. Refund or negative payment options

    I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the remaining balance. Perhaps we could have the option to then apply the overage amount as a refund to either client or insurance. Also, there are times when insurance will retract a payment - it would be great to be able to enter a note somewhere with payments or be able to document this…

    247 votes

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  15. Block off non-clinical time on calendar

    Allow me to block off recurring or single non-clinical events on my calendar so appointments can't be scheduled during that time. Then, when I create a recurring appointment for a client, have it skip over the days that I'm not available and schedule the appointment anyway.

    182 votes

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  16. Set different times for each type of appointment reminder

    Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.

    55 votes

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  17. Customize options in payment methods drop-down

    Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.

    74 votes

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  18. Automatically populate city and state with the zip code

    Have the client's city and state automatically populate when I type in the zip code.

    35 votes

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  19. Ability to scan files directly into client's general or clinical documents

    It would be great if you had a directing scanning option to scan documents directly into the system via a TWAIN enabled scanner verses scanning to the desktop and then uploading. Thanks

    119 votes

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  20. Integrated scheduling on organization's website

    Allow me to embed a calendar or calendar link on my organization's website so prospective clients can schedule a consult or initial appointment with me without having to use the client portal.

    35 votes

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