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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Add a feature to track invoices and client statements by number
I would like to be able to run a report by invoice number. This way I can be sure that all invoices are accounted for. This would be especially helpful since we have two clinicians and two locations that generate invoices.
37 votes -
Add report that will pull information filled in from dynamic forms
There are specific fields that we use with our clients, such as household size, and past military service information. It would be great to be able to export or download a spreadsheet with the clients' names and this additional field data.
22 votes -
Expand features for handling child/minor clients (notes, contacts, intake etc.)
Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized.
It would be nice, if you work with children, to have child friendly notes as well as a section specifically in regards to separation / divorce - a place to list information such as custody arrangements, etc.
Minor child clients require additional informed consents. It would be helpful to be able to customize which intake forms go to new clients when inviting them to…
197 votes -
Bulk export clinical documentation for multiple clients
Allow me to print/download clinical notes for multiple clients across multiple cases at once instead of having to go into each client separately.
83 votes -
Send mass email or text alert to clients without client portal subscription
When there are weather cancellations or office closing, allow text messages / emails to be generated like appt confirmations.
119 votes -
Select email address when sending superbill
If I see a patient (child) but send their superbill via email to another person (parent), I would like to have email addresses for both in my database. When I go to email superbill, it would help if I could pick which email address from a drop-down menu to send to.
31 votes -
Add client check in functionality
Add a way for client services, office manager, or secretary to mark that client has arrived and checked-in for their appointment to reduce the need for frequent checking of the lobby or interruptions to sessions. Send an alert to the staff member when the client has checked in.
169 votes -
Allow percentages in addition to dollar amounts for copay column
Manyy of my clients are responsible for a percentage of their services as opposed to a fixed copay amount. However, I don't see a way to have that show up on the dashboard like the copay in dollars does. This would be really helpful to be able too see as well.
For example, if my client's insurance requires them to pay 20% of the bill, it woould be nice to see in the copay section on the dashboard $20 for a service that is billed at $100 or $40 for a $200 service, etc. It would make processing clients in…
83 votes -
Assign "view only" permissions staff members
Hi-- we have been using your system for about two months now at our Intensive Outpatient Program and are overall very happy. We have about 25 providers who we would like to give limited access to the site. So that notes can be done and accessed by all. However, we are concerned about providers accidentally deleting/changing items on calendar. That would be a disaster for our program. It would be incredible if there was a way to have the view only option for calendar and client information pages so that there would be more control for the support staff and…
36 votes -
Send payments to multiple bank accounts
Ability to have more than one bank account that will receive the payment when accepting credit payments. This can be based on user log in.
This is useful when operating under an umbrella company but individual providers are sole proprietorship with their own business accounts.
23 votes -
Schedule next appointment after signing progress note
Allow me to schedule the client's next appointment after signing the progress note by adding an "e-sign and schedule" option.
28 votes -
Send therapists their schedule each day via email
As a therapist, allow me to receive a daily email of my schedule.
18 votes -
Include a log of all reminders (email, phone, text)
There is a log for only text reminders, but no way to verify that an email was sent and no consolidated log of phone reminders
63 votes -
Offer calendar syncing with Microsoft Outlook
Allow me to sync my TheraNest calendar with the Microsoft Outlook web app and Microsoft Office 365.
83 votes -
Attach files and multimedia files to clinical documentation
Allow me to attach files and multimedia files (photos, audio files, etc.) to my clinical documentation (progress notes, initial assessments, etc.).
162 votes -
Show payer from insurance ERA payments on payment details
I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment.
I would also like to be able to run a payment report by type. This is needed at the end of the year to confirm your payments for each insurance plan matches the 1099 you receive from them.
40 votes -
Report on number of clients seen per therapist
Allow me to run a report that displays the number of clients a therapist has seen over a given time period.
68 votes -
Integrate voice dictation software
Allow note-taking using Dragon NaturallySpeaking or similar speech-to-text software.
125 votes -
Allow space for additional license numbers
I have more than one license that I use on a daily basis (DC, MD) - can you add additional license spaces to include this info and the state it is relevate to as well...?
61 votes -
Customize client details page
Allow me to add and remove fields to the client's details and additional details so that I can track additional information outside of what TheraNest provides.
69 votes
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