Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

324 results found

  1. Connect to ECHO

    Allow me connect to ECHO through TheraNest.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. Always display diagnosis codes on statements

    Always displays the client's diagnosis code(s) when printing a statement.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. Populate box 10d on CMS form

    Have TheraNest populate box 10d on the CMS 1500 form.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  4. Indicate if allowed to charge saved credit card

    Allow me to notate if we have permission to charge a client's saved credit card. Our clients must sign a credit card authorization form before we can charge their card. When clients pay online and save their card, it populates in TheraNest but they may not have given us permission to use it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. Notify me when a payment is made to my client's ledger

    If I'm assigned to a client, send me a notification when a payment is made to their ledger.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  6. Populate "Signature on File" in box 31 of claim form

    Allow me to populate "Signature on File" in box 31 of the CMS 1500 form for specific staff members.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  7. Make "save & accept payment" a separate button

    When saving an invoice, make the "save & accept payment" a separate button rather than just nestled under the "save" button so I can move through invoices faster.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. Make tooltip clearer on invoice about rate vs. amount

    When creating an invoice, make the tooltip clearer about the difference between the "rate" field and the "amount" field.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. Add organization email to invoices

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

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  10. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. Add appointment location to superbills

    When printing the superbill, include the location of the appointment(s).

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  12. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. Coverage Inactive status

    once you update the insurance prayer as inactive it should indicate on the client's side menu that the coverage is inactive. Currently it still shows it as appearing active, so there is no indicator that the status has changed. You have to go into that part of the chart to see that.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  16. Batch Statements: Add a filter to allow to sort by Archived clients vs. active clients.

    Add a filter to batch statements to allow to sort by Archived clients vs. active clients. When printing invoices it would be great to have the option to batch print those clients who are archived vs. those who are still active.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. Multiple Payment Consent Form Storage

    Theranest currently only supports one Credit/Debit Consent form to be stored on the site. In cases where client needs to update method of payment, it would be useful to have the option to save and sign more than one payment method using the tab feature.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  18. Client Portal Indicator During Batch Statements

    Add feature to see if a client has an active client portal so provider/support staff can deselect and not prepare those for mailing.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  20. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  • Don't see your idea?

Feedback and Knowledge Base