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TheraNest App

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1564 results found

  1. Add duration to contact log

    When creating a contact log entry for a client, allow me to indicate the duration so that if it was a phone call I can track how long the call was.

    1 vote

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  2. Add more options to type of residence dropdown

    Under a client's "Additional Details", add more options to the "Type of Residence" dropdown such as ILF and ALF.

    1 vote

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  3. Populate box 10d on CMS form

    Have TheraNest populate box 10d on the CMS 1500 form.

    1 vote

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  4. Add form count to each case or client form

    When creating a Case or Client dynamic form and viewing the tabs in the client's details or case, have a count on each tab so I can see how many times the form has been filled out.

    1 vote

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  5. Change order of dropdown choices in Dynamic Forms

    When I create a Dynamic Form and use a dropdown form element, allow me to rearrange the order of the dropdown choices so I don't have to retype them.

    1 vote

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  6. Indicate if allowed to charge saved credit card

    Allow me to notate if we have permission to charge a client's saved credit card. Our clients must sign a credit card authorization form before we can charge their card. When clients pay online and save their card, it populates in TheraNest but they may not have given us permission to use it.

    1 vote

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  7. Scroll calendar when moving appointments

    When I click and move an appointment make the calendar scroll so I can move it to an appointment later in the day without having to move it twice.

    1 vote

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  8. Tab through forms to save

    Allow me to use the Tab key on my keyboard to navigate through sections of TheraNest and submit data. For example, I'm able to tab through sections when adding a contact log entry, but I can't tab to the Save button to save the entry.

    1 vote

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  9. Allow more than 8 client flags

    Allow me to assign more than 8 flags to a client.

    1 vote

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  10. Notify me when a payment is made to my client's ledger

    If I'm assigned to a client, send me a notification when a payment is made to their ledger.

    1 vote

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  11. Feedback Informed Care (FIC)

    Allow my clients to complete FIC modules that I can report on to track progress.

    1 vote

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  12. Customize group note template

    Allow me to customize the group note template in TheraNest.

    1 vote

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  13. Sort secure messages

    Allow me to sort the secure messages so I can see them from oldest to newest.

    1 vote

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  14. Blocklist a client

    Create an ability to flag a client, a name, an email and other contact information on Theranest. So if we know we have an issue client or possible client, they cannot be added to theranest or it pops up an alert that they have been flagged or blocklisted.

    1 vote

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  15. Include policy number on invoice aging report

    Include the policy number on the invoice aging report so I can easily call payers to inquire about the balance without navigating away from the report.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  16. Add appointment staff to No Show Appointments report

    When running the No Show Appointments report, allow me to view the staff member(s) who were listed on the appointment.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  17. Have client portal invite link expire

    Allow me to set a time period for the client portal invite link to expire. I want clients to log in and complete the paperwork within a certain amount of hours.

    1 vote

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  18. Edit synced event in iCal

    Allow me to edit the title of the event that gets saved/synced to our personal iCal calendars. For instance, instead of it saying "busy - no service type" or "S.S. - family - 90847, QMHP", we could put "Lunch" or "Mon - 12PM - SS/DJ"

    1 vote

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  19. Populate "Signature on File" in box 31 of claim form

    Allow me to populate "Signature on File" in box 31 of the CMS 1500 form for specific staff members.

    1 vote

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  20. Merge folders under general documents

    If I have more than one folder under a client's General Documents or Clinical Documents, allow me to merge one folder into another.

    1 vote

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