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TheraNest App

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1564 results found

  1. Report on fields from intake fields

    Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  2. Have enter key insert sentence and paragraph breaks into secure messages

    When I compose a secure message, the enter key doesn't actually enter a break. If I hit the enter key once to start a new line after I send the message the new line doesn't appear. All my text runs together.

    1 vote

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  3. Add invoice number to submitted claims report

    When running the Submitted Claims report, allow me to include the invoice number.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  4. Make religion a free-text field

    When we enter the client's religion or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

    1 vote

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  5. Send reauthorization reminders to billers

    Allow billers to receive reauthorization reminders without having to assign them to each client.

    1 vote

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  6. Add emails when sharing forms to contact log

    When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.

    1 vote

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  7. Indicate preferred contact method in prospective clients list

    When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.

    1 vote

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  8. Document hospitalizations in client's chart

    When viewing a client's chart, allow me to document a client's hospitalizations.

    1 vote

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  9. Add income classification to client for United Way reporting

    When filling out a client's details, allow me to add their income classification because we need this for United Way reporting.

    1 vote

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  10. Make the add appointment button more prominent

    When viewing the calendar, make the add appointment button/icon more prominent because it's easy to miss.

    1 vote

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  11. Add client to more than one family group

    Allow me to add a client to more than one family group.

    1 vote

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  12. Don't set default place of service for billing

    Allow me to not set a default place of service for billing so I'm forced to select the correct place of service when I create invoices.

    1 vote

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  13. Search diagnosis by three letters

    Allow me to enter the first three letters of several words in a diagnosis and be able to search that way. Sometimes things are worded as depression, or depressive and it's easier to just be able to search for maj dep dis rec than it is to type out everything in the diagnosis.

    1 vote

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  14. Don't copy mental status when applying a progress note to all group members

    When applying a progress note to all group members, don't copy over the Mental Status and Risk Assessment sections. Only copy over and apply the narrative fields to the other group members.

    1 vote

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  15. Make it more obvious where to add a client's insurance

    Make it more obvious in TheraNest where to add a client's insurance information. The "Add New Insurance" button is at the bottom of the screen and it's easily overlooked.

    1 vote

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  16. Give client contacts permission to view/edit client demographics in portal

    Making it a permission setting for contacts in a client's Contact Network to view and edit the client's demographic information on the client portal.

    1 vote

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  17. Add organization email to invoices

    Allow me to include my organization's email on invoices.

    1 vote

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  18. One line item on invoices for similar services

    If I create an invoice that includes similar services, bundle them onto one line item and display the quantity with the total amount. For example, if the invoice includes two billable phone consults, include both on the same line with the quantity (2) and the total billed amount.

    1 vote

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  19. Add "target completion date" next to goals on progress notes

    Add "target completion date" next to goals on progress notes, similar to how it appears on treatment plans, so when payers read my progress notes they know what that date signifies.

    1 vote

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  20. Edit staff member on event-type appointments

    When creating an event on the calendar and selecting the staff member, I am unable to change the staff after I've saved the event. Allow me to edit the event and change the staff member.

    1 vote

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