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 invoice number to payroll by rendering provider report
When running the payroll report, allow me to include the invoice number.
1 vote -
Display client intake date when editing group assessment
When I'm editing an initial assessment for a group case, the client's intake date doesn't appear when I'm editing the document, but it does appear on the printed document. Have it appear when I'm editing the document so I can make sure it's entered and correct without having to navigate away from the document.
1 vote -
Display service type on printed monthly calendar
When I print my calendar for the month, show the color-coded service type for the appointment.
1 vote -
Send message to client when creating appointment
When I'm creating an appointment for a client, allow me to send them a message right from the appointment window. I may want to remind them to bring something or complete their intake paperwork and it would be nice to do that when creating and saving the appointment.
1 vote -
Add appointment location to superbills
When printing the superbill, include the location of the appointment(s).
1 vote -
Change "clients" to "patients"
Everywhere in TheraNest where the word "client(s)" appears, have it replaced with the word "patient(s)" because I use the term "patients".
1 vote -
Display all options in Mental Status fields
When completing the Mental Status fields of a progress note, display all the choices available for the field instead of just the first 20. I prefer to pick from a list rather than try and remember what might not be displayed.
1 vote -
Include email address in Demographic Analytics report
Allow me the option to include the client's email address when running the Demographic Analytics report. I like to email clients within a given intake time frame and right now I have to pull that information from multiple places in TheraNest.
1 vote -
Select which calendars users can view
Allow me to select which calendars users can view. As an admin, I may not want anyone to see my calendar. I also may not want contractors to view another provider's calendar.
1 vote -
Add conservator field to client details
Add a conservator field to the client details page so if the client is conserved I know who the conservator is.
1 vote -
Include the client's legal first name on the agenda
Include the client's first name, preferred name, and last name on the agenda. I need to know the client's legal first name as I'm doing insurance checks.
1 vote -
Specify Balance Responsibility on Invoice Aging Report
When printing an invoice aging report would like to be able to specify balances by insurance or self balances, and specify Unarchived or Archived or both.
1 vote -
Manually upload multiple ERA Files (manual remit)
Under the ERA Received tab, allow me to select multiple files when I click the Manually Upload Files button rather than having to upload them one by one.
1 vote -
Notify me when someone has viewed my case
Allow me to receive a notification if someone views a case that is assigned to me. Sometimes I notice things get changed and I'd like to know who to follow up with about those changes.
1 vote -
Make "client" or "insurance" selection more obvious when accepting payment
When accepting a payment from the client's ledger, make the selection of client payment or insurance payment more obvious. It's easy to miss and I sometimes end up charging the client because that's the default.
1 vote -
Missing Appointments Report
We need the ability to be able to run a report of all progress notes that have been input to Theranest that do not have an appointment associated with them. Basically, a Missing Appointments report (the opposite of the Missing Notes report.)
1 vote -
Show All Client Info in Calendar View (no ...)
on calendar, allow for all of the clients saved information like first name, middle, and last name along with the service type to be visible from calendar view. this helps when appointments are set to color change the service type as it makes it easy to see what color they are. sometimes if the name is too long, it prevents the service type from showing!
1 vote -
Assign rooms to unconfirmed appointments
Currently, when a client schedules online through the client portal, it will not reserve a room (only the building). Since I'm in a shared office location, it would be helpful when I view my "Unconfirmed Appointments" that I could also assign a room manually from that screen.
1 vote -
Block Time by Service Type
It would be convenient if we could block of particular days for certain service types. This should be synced to the client portal so that only that particular service is able to be booked on it's set day.
1 vote -
Add note and telehealth icons to printed calendars
When printing a provider's calendar for the week, display the note and telehealth icons that appear on the appointment block.
1 vote
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