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TheraNest App

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1564 results found

  1. Display client's name on warning when deleting clients

    When deleting a client it would be great if the popup warning would include the client's name (similar to when you archive a client) so you can be sure that you are deleting the correct person.

    1 vote

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  2. Pay for a service to transfer my data from one TheraNest account to another

    Transferring my data is a very manual process when moving from one TheraNest account to another TheraNest account. Allow me to pay for a service that will do this for me, so that my historical documentation, appointments, etc. are all in my new account.

    1 vote

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  3. Include DSM codes on superbills

    When printing superbills, include the DSM code instead of or in addition to the ICD diagnosis code. I diagnose clients based on DSM criteria so for clinical transparency, I would prefer that clients see the codes that most reflect my/our understanding of the clinical picture.

    1 vote

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  4. Do not remove addendums from notes when unsigning

    If I have to remove a signature to make corrections to a note, don't remove any addendums that have already been created.

    1 vote

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  5. Send client records to other providers

    We receive quite a few record requests - it would be ideal to have an email function from within TheraNest where we could email records/notes to requesting providers/family physicians.

    1 vote

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  6. View full service type on the invoice

    Please adjust the invoicing screen so that the billing type field/window does not truncate the text, so I can verify the correct billing code was used.

    1 vote

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  7. Show/hide recently viewed clients

    Allow me to remove the "recently reviewed clients" at the top of the screen.

    1 vote

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  8. Don't preview notes after saving

    After I sign and save a client's note, don't open another screen that shows the PDF version of the document.

    1 vote

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  9. Display last used options for "Hide a Suggestion" feature

    When manually entering insurance payments and using the "Hide a Suggestion" drop-down, show the last few options I selected first to make it easier to find the ones I use frequently.

    1 vote

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  10. Display calendar as Sunday to Saturday

    Have the calendar displayed as Sunday to Saturday rather than Monday to Sunday because that's how most calendars are displayed.

    1 vote

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  11. Batch print claim forms (1500)

    Allow me to batch print the CMS 1500 forms each day.

    1 vote

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  12. Allow amending of secondary client ID numbers for additional cases

    Allow amending of secondary Client ID numbers for clients who have multiple cases.

    1 vote

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  13. Display age of household members in client details

    When I add a household member in the client's details under Manage Household Info and I enter that person's date of birth, have TheraNest calculate and display the age of that person.

    1 vote

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  14. Add service line to specific plans

    Ability to add service line to the assessment and treatment plan.

    1 vote

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  15. Add note to kept and rescheduled appointments

    When changing the status of an appointment to kept or rescheduled, allow me to include a note like I can with canceled, no show, and late cancel.

    1 vote

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  16. Select all staff members when creating an appointment

    When creating a multi-staff appointment each staff member has to be selected individually, but there should be an option to add all members in one button

    1 vote

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  17. Add client address Clients list

    Allow me to customize the grid to include the client's address when viewing the list of clients.

    1 vote

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  18. Add staff member who made status change to the No Show Appointments report

    When running the No Show Appointments report, allow me to view the staff member who changed the status of the appointment, similar to how it's displayed in the Canceled & Rescheduled Appointments report.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  19. Select "sex" when adding a payer to a client

    When I'm adding a new insurance for a client, if I've forgotten to add the client's sex to their details, then it won't let me save the new payer. Sometimes I fill out most of the fields, but then have to lose my work because I have to go back and fill in the "sex".

    0 votes

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    0 comments  ·  Clients & Groups  ·  Admin →
  20. View payer fee schedules in billing reports

    Add the Payer Fee Schedule from the insurer section to Billing Reports in TheraNest.

    0 votes

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    0 comments  ·  Reporting  ·  Admin →
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