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TheraNest App

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353 results found

  1. Prevent Unestablished Clients from Signing up for Client Portal Account

    Current, if the client portal login link displayed anywhere publicly anyone who clicks that link can sign up for a Client Portal account and become a client. They will be added to the Provider's client list as well. Would like to prevent non-established clients from doing this.

    1 vote

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  2. Filter authorization reports to remove archived clients

    Allow me to filter the authorization reports to include/exclude archived clients.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  3. Bill by location NPI and Tax ID

    Allow me to bill using a different NPI and tax ID rather than the one that's set for my organization.

    10 votes

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    You can now set fields at the Location level to override the Organization’s name, NPI, and tax ID when billing under a Group NPI. Learn More


    If you are receiving this message but were looking for different functionality, please resubmit your idea with additional details. 

  4. Add reason field for rescheduled appointments

    Allow me to enter a reason if I reschedule an appointment.

    11 votes

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    Thank you for your interest in adding this functionality to TheraNest! We have added the ability to collect additional data when rescheduling appointments, including a Reason field. This feature will be released to all customers in the coming months. 


    Thank you for being TheraNest Customer!

  5. Display duration in hours on Detailed Attendance Report

    Display the duration of the appointment in hours on the Detailed Attendance Report rather than minutes.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →

    You can now view total hours based on your filtering results in the new Totals box on the new Detailed Attendance Report in Beta. You can see this article for more information: https://support.therapybrands.com/s/article/360051724392-Detailed-Attendance-Report-TheraNest

  6. Update appointment status on upcoming progress notes

    Allow me to update the appointment status if a progress note has already been created. Sometimes we create the shell of the note early, but if the appointment is still "upcoming" we can't change the status.

    4 votes

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    Progress Notes cannot be signed, submitted, or approved when linked to an appointment that has an Upcoming status. Staff will still be able to begin drafting a Progress Note while the appointment is upcoming. 


    We made this improvement to adhere to documentation best practices, and to prevent document conflicts and potential billing issues. 

  7. 21 votes

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  8. Add the DAST as an intake form

    Add the DAST as an intake form so I don't have to recreate it using Dynamic Forms.

    1 vote

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    The DAST-10 has been added to your organization's Dynamic Forms. This form is currently archived. You’ll need to unarchive it to use it at your organization.

  9. Add AUDIT as an intake form

    Have TheraNest add the AUDIT to the list of intake forms so that I don't have to create it myself.

    4 votes

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    AUDIT-C has been added to your organization's Dynamic Forms. This form is currently archived. You’ll need to unarchive it to use it at your organization.

  10. Bring Back Ability To Save Default Calendar View

    Please bring back the ability to save my default calendar view to something other than Agenda. As someone who views multiple providers' schedules at a time, Agenda view is unusable to me. This feature seems to have been disabled with the new "update."

    7 votes

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  11. Update Wiley treatment planner and progress notes

    Update the Wiley Treatment Planner and Progress Notes because some of the information seems outdated.

    17 votes

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  12. Add treatment plans and assessments to notes awaiting signature

    Add treatment plans and initial assessments to the new Notes Awaiting Signature feature.

    10 votes

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  13. Customized grid for archived clients

    Allow me to customize the grid for archived clients and view "only" the information in the grid.

    4 votes

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  14. Don't require a social security number for eligibility checks

    Don't require a SSN for eligibility checks because we typically don't need it to check a client's eligibility and we have some clients who refuse to provide it.

    8 votes

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  15. Notify the contact when they receive a secure message

    When I send a secure message to someone in my client's contact network, send them an email letting them know there's a new secure message on the portal.

    15 votes

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    We corrected an issue where members of a client’s Contact Network did not receive an email notification when they had a new secure message on the Client Portal. 

  16. Have a separate appointment reminder for telehealth

    Allow me to customize an appointment reminder template for just telehealth sessions.

    7 votes

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    If your organization subscribes to our integrated Telehealth solution, a new Telehealth appointment reminder template is now available for phone, text, and emailed appointment reminders. If you have reminders enabled, your existing email and text reminder templates have been copied over. A default template is provided for phone reminders. These can be customized to provide specific information to your clients about Telehealth appointments.

  17. Show client flags when viewing archived clients

    Allow me to view the client flags when viewing the list of archived clients.

    8 votes

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  18. Add an intake form for "No Secrets Policy"

    Add an intake form for "No Secrets Policy" so I don't have to create it from scratch.

    1 vote

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    "No Secrets" Policy for Couple/Family has been added to your organization's Dynamic Forms. This form is currently archived. You’ll need to unarchive it to use it at your organization.

  19. Display medication frequency in dynamic progress note

    I'm subscribed to ePrescribe and when I use the Active Medication dynamic form element I want to see the medication frequency pulled into the progress note.

    1 vote

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    0 comments  ·  E-Prescribe  ·  Admin →

    For organizations subscribed to E-Prescribe, if a Dynamic Progress Note has been created with the Active Medications form element, the medication directions will now be displayed in the progress note.

  20. Remove appointment time on invoice & superbill

    Remove the appointment time on the invoice and superbill and just show the date of service.

    7 votes

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