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.
324 results found
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View all invoice information without scrolling
When viewing a client's invoice I want to view all of the information without having to scroll.
2 votes -
Apply to copay when processing batch payments
When processing batch payments, allow me to apply the payment as a copay.
2 votes -
Identify which plan paid in ERA
In the ERA, allow me to view the insurance plan because we have some clients that have two plans under the same payer (e.g. Anthem).
2 votes -
Change warning about invoice balance when processing ERAs
Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
2 votes -
Email client when credit card charge is voided
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
2 votes -
Print invoice with linked progress notes in one PDF
When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
2 votes -
Take me to invoice after processing payment from ERA
When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.
2 votes -
Delete inactive insurances
If a mistake was made on an insurance that was marked as inactive an Org Admin should be allowed to delete the insurance. This helps to avoid scheduling issues as it is confusing for them when they see 2 identical insurances one marked as active and one marked as inactive.
2 votes -
Need only one Invoice for Group Appointments
If the extra invoice doesn't get zeroed out, Invoicing can be complicated for groups. One invoice would be great!
2 votes -
Notate claims that have been auto-processed
Notate which claims have been auto-processed so I can double-check to make sure the funds were received.
2 votes -
Stay on invoice after applying a write-off
Allow me to stay on the invoice after applying a write-off.
2 votes -
Group appointments onto single claim from batch invoicing
Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.
2 votes -
Reset invoice numbers
Allow me to reset the invoice numbers or set the number from where invoices should start from.
2 votes -
Don't create claims for non-cpt services
If I've added a non-CPT service to a client's invoice, don't create a claim for that service.
2 votes -
Don't refresh the invoice page after saving
When I save the invoice, don't refresh the page because the refresh takes too long and interrupts my work.
2 votes -
View statement headings on all pages
When I'm viewing a client's statement as a PDF, have the column headings show on each page.
2 votes -
Select payer when processing existing invoices in batch invoicing
When I process existing invoices in batch invoicing, allow me to select which payer to add the claim to.
2 votes -
Don't collect copays for certain CPT codes
There are certain CPT codes we don't collect a copay for (e.g., EAP benefits). Have a way for TheraNest to remind me or prevent me (and my staff) for collecting a copay if the client has an appointment with a specific CPT code.
2 votes -
Accept payment in other currencies
Allow me to accept payment in other currencies or for clients to see the payment amount in their local currency.
2 votes -
Don't include write-offs in client transactions total
It's difficult to identify the actual client payments on statements because write-offs are included in the Client Transactions total. Separate these into different columns, or don't include the write-off amounts in the total because it's difficult for clients and payers to identify what the client actually paid, since they are primarily looking at the total and not the line items.
2 votes
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