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TheraNest App

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1564 results found

  1. Add ability to email progress notes directly to clients from TheraNest

    Hello, it would be nice to be able to email progress notes directly from the progress note section

    40 votes

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  2. Add column for staff to Payments and Payment Methods report

    I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement payment methods into the "Daily Billing" report section by staff member. It's very difficult to manage as the system is currently is set up. Thanks!

    30 votes

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    7 comments  ·  Reporting  ·  Admin →
  3. Make it possible to filter clients by insurance type and within that by age, gender, etc.

    For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I know for us that would help tremendously.

    19 votes

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  4. Merge duplicate clients

    When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.

    110 votes

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  5. Add Holidays to the calendar

    Alert when it is Easter, MLK day etc. so staff are alerted that day is not a typical one for clients.

    104 votes

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  6. Allow two-way syncing with external calendars (Google, Apple, etc.)

    Make it so you can enter appointments or events from an external calendar (Google, Apple, etc.) and then they automatically sync to your TheraNest calendar.

    375 votes

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  7. Implement an hourly or flat rate for staff payroll

    Instead of percentage, is it possible to set up a set pay rate for the staff. For example, I pay my therapist $30-40 hrly regardless of the insurance so each client they see is the same pay rate.

    189 votes

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  8. More granular permission levels

    Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.

    225 votes

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  9. Add "Next..." and "Previous..." buttons to Contact Logs, Treatment Plans, and Progress Notes

    For treatment review purposes, it is often necessary to browse through existing Contact Logs, Treatment Plans, and Progress Notes for a particular client. Currently, TheraNest makes it necessary to exit a Contact Log, Treatment Plan, or Progress Note, go back to the master list for each type of note, and then select the next desired note to review.
    This can become very cumbersome and even annoying if a lot of browsing is necessary.

    Adding “Next…” | “Previous…” buttons at the top of each relevant page (next to “Print” and “Save”) would make forward and backward browsing through existing Contact Logs,…

    42 votes

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  10. Add standardized diagnostic screening tools

    Adding screening tools such as PHQ-9, GAD-7, Kessler-10, The Duke, would help track a clients progress in treatment. As well as support Diagnosis

    90 votes

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  11. Allow supervisor information on invoice

    We are having serious issues with the "staff provider" and "billing provider" option, to the extent of being accused of insurance fraud by insurance companies. We have an active training program in which clinicians-in-training (e.g., psychology interns/externs, social workers working on clinical hours) work under the license of a supervisor; insurance companies require the license # and NPI for BOTH clinicians (supervisor and trainee) and we do not have a way to denote this inside of Theranest.

    18 votes

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  12. Client birthday reminders

    Remind me when it's a client's birthday so that I can wish them a happy birthday during our next session.

    178 votes

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  13. Autosave client details

    When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.

    223 votes

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  14. Ability to duplicate filled out dynamic forms

    Allow me to duplicate dynamic forms that have already been filled out.

    20 votes

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  15. Add a genogram builder function

    A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that punctuate relationships. Genograms allow a therapist to quickly identify and understand various patterns in the client's family history which may have had an influence on the client's current state of mind.

    53 votes

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  16. Add Progress Notes from the Calendar

    It would make it easier to write a note from the calendar instead of having to go into each individual client or the agenda.

    240 votes

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  17. Customize how appointments are color-coded

    Allow me to set how I want my appointments on the schedule to be color-coded. I may want them color-coded by provider, location, etc.

    768 votes

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  18. add area for insurance adjusted rate

    when recording payments from insurance companies, the eob includes their adjusted (less paid) amount. this should not be recorded as a write off but an insurance adjustment. write off is a debt expected but not paid. Add a link next to write-off that says adjustment.

    27 votes

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  19. Add billing alerts or notifications to calendar view

    ability to see which appts have been billed & which have been paid by insurance & those w/ open balances & all pd w/ abbreviations from the calendar view

    26 votes

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  20. Include Insurance company phone number on Insurance tab

    When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.

    55 votes

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