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TheraNest App

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1564 results found

  1. Don't retroactively change diagnosis code if updated

    Don't retroactively change a diagnosis code on superbills and clinical documentation if a diagnosis code has been updated for a client. Currently, if a diagnosis code gets updated for a client it applies to past superbills and progress notes, but it should only apply to documents from the date it was changed and forward.

    42 votes

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  2. Send forms to multiple clients

    Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.

    42 votes

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  3. Add "Next..." and "Previous..." buttons to Contact Logs, Treatment Plans, and Progress Notes

    For treatment review purposes, it is often necessary to browse through existing Contact Logs, Treatment Plans, and Progress Notes for a particular client. Currently, TheraNest makes it necessary to exit a Contact Log, Treatment Plan, or Progress Note, go back to the master list for each type of note, and then select the next desired note to review.
    This can become very cumbersome and even annoying if a lot of browsing is necessary.

    Adding “Next…” | “Previous…” buttons at the top of each relevant page (next to “Print” and “Save”) would make forward and backward browsing through existing Contact Logs,…

    42 votes

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  4. Send alert when clients enter or update information in Client Portal

    The client portal can be used for new clients to enroll but if they misclick or forget something we could easily be missing out on new clients. I am suggesting you work on a notification system that notifies someone when a new client has entered something even with out submitting intakes paperwork.. this way we can reach out to them and see if they need help.

    41 votes

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  5. Add ability to email progress notes directly to clients from TheraNest

    Hello, it would be nice to be able to email progress notes directly from the progress note section

    40 votes

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  6. Show payer from insurance ERA payments on payment details

    I would like for there to be options on the insurance payments to show which insurance company is making the payment when I create the payment on my client's invoice. The payer should automatically show up on the payment.

    I would also like to be able to run a payment report by type. This is needed at the end of the year to confirm your payments for each insurance plan matches the 1099 you receive from them.

    40 votes

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  7. Calculate and track assessment scores

    When filling out clinical assessments (e.g., PHQ-9, GAD-7) have TheraNest automatically calculate the total and track the scores over time for a client.

    39 votes

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  8. Display insurance name and ID on client contact card on Agenda

    Our providers often use unique billing codes based on insurance type. This means a provider often has to navigate to the client details screen and then the “Insurance Info” section to view this. It would be so much easier (and fewer clicks) if this could be displayed alongside the client’s name on the agenda screen.

    39 votes

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  9. Payer aging report

    Allow me to run an aging report for payers by client so that I can follow up with payers.

    39 votes

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    5 comments  ·  Reporting  ·  Admin →
  10. Show client flags on appointment

    If a client has a flag assigned, allow me to view it on their appointment on the calendar.

    38 votes

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  11. Allow for multiple intake dates

    Allow for multiple intake dates for clients. Some clients may be discharged and then come back for services, but the intake date remains to when they were first entered into the system and we need to capture each time they were brought in for services.

    38 votes

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  12. Add custom appointment status options

    I’d love to see an option that has clients appt’s listed as “pending” and “in lobby” in addition to the already existing options of kept, cancelled, etc.

    38 votes

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  13. Implement payroll system in TheraNest

    Pay therapists through TheraNest

    38 votes

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  14. Add process notes page

    It would be helpful to have a tab that is designated for process notes that can be labeled as separate from the rest of the medical record. These notes are more detailed by the therapist and are more protected under HIPAA.

    38 votes

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  15. View all appointments from the agenda

    Allow me to view all appointments from the agenda without having to click "View More Appointments".

    37 votes

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  16. Email payment receipts

    After I process a client's payment, allow me to email them a copy of their receipt.

    37 votes

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  17. Add signature to secure messages

    When sending a secure message from TheraNest to the client portal, allow me to include my signature.

    37 votes

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  18. Display client credit on Agenda

    If a client has a credit, allow me to view how much their credit is on the Agenda.

    37 votes

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  19. Add a feature to track invoices and client statements by number

    I would like to be able to run a report by invoice number. This way I can be sure that all invoices are accounted for. This would be especially helpful since we have two clinicians and two locations that generate invoices.

    37 votes

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  20. Archive intake forms

    Allow me to archive intake forms so they no longer show up in our list.

    36 votes

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