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
-
Keep history of past billing notes in client Bill To & Insurance details
Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
9 votes -
Cancel all client appointments if family appointment
If the appointment is associated with a family case, allow me to cancel the entire family appointment for everyone rather than having to update the status for each individual on the appointment.
9 votes -
See progress note status in the calendar
When viewing the calendar, allow me to see if the progress note attached to the session has been signed.
9 votes -
Display location on appointment blocks in calendar
When viewing appointments on the calendar, have the location displayed on the appointment block so I know where my therapists are or where I need to be without having to open the appointment.
9 votes -
Text notification when client schedules an appointment through client portal
As a provider, I want to receive a text notification if a client requests an appointment through the client portal.
9 votes -
View set payment amount on clients list
Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.
9 votes -
Notify staff via email of appointments canceled via reminders
Allow my staff to be notified via email when a client cancels an appointment from a phone or text reminder.
8 votes -
Return to missing progress note report after creating note
When I run the missing progress notes report and create a progress note, allow me to return to the report. Right now I have to keep re-running the report and it's a cumbersome process.
8 votes -
Create client appointment that doesn't require a progress note
Allow me to create a client appointment that doesn't require a progress note to be attached.
8 votes -
Report on clients with insurance
Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
8 votes -
Report on all emails sent to clients
Allow me to run a report that will show all the emails that have been sent to my clients (superbills, password reset emails, etc.) and if the email was opened or not.
8 votes -
Prevent staff from viewing a specific client
Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from viewing that one client.
8 votes -
Unsubscribe from pop-up alerts
Allow me to unsubscribe from all pop-up alerts in TheraNest.
8 votes -
View claim number in claim tabs
Allow me to easily view the claim number in the claim tabs. When I talk to payers they typically refer to claim numbers and it would be easier to find the correct client and claim if I could search by this in TheraNest.
8 votes -
Make calendar & agenda filter separate for showing non-client events
Make the setting "show non-client events" function separately on the Calendar and Agenda. I may want to view non-client events on the Calendar, but not on the Agenda.
8 votes -
Lock payroll report
Allow me to lock the payroll report or close it out so that any unapplied payments from that pay period get posted to the next payroll period.
8 votes -
Reorder client flags
When managing the flags in Organization, allow me to reorder them.
8 votes -
Adjust invoice address for mailing envelopes
Adjust the address on the invoice so it aligns with the address window on a mailing envelope.
8 votes -
Mark payouts as "paid" in the payroll data export
When running the Payroll Data Export, allow me to mark items as paid out like I can in the Payroll by Rendering Provider report.
8 votes -
Display insured ID # in left sidebar when viewing client details
When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
8 votes
- Don't see your idea?