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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Create refunds for non-credit card payments
Allow me to mark a cash, check, etc. payment as refunded in TheraNest rather than just applying a credit to a client's ledger.
3 votes -
Process payment and write off balance for multiple adjustment types
When processing an ERA, allow me to process the payment and write off the balance if there are multiple adjustment types.
3 votes -
Show client flags in batch payments
Allow me to view client flags in batch payments. We have certain clients that have special circumstances and cannot process their cards. I'd like to exclude these clients when running batch payments.
3 votes -
Have default place of service populate for unbilled appointments
If I create an invoice with a new line item that isn't linked to an appointment, have the place of service be the default place of service I've selected in my organization settings.
3 votes -
Deductible ERA Functionality
As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.
3 votes -
Show original reference number on rejected claim tab
When viewing the Rejected/Denied claim tab, allow me to view the original reference number.
3 votes -
Set order of CPT codes on claims
Allow me to set the order for how the CPT codes should be displayed on claims.
3 votes -
View claim number in claim tabs (non-Apex)
As someone who doesn't submit claims through Apex, allow me to customize the claim tabs so that I can view the claim number.
3 votes -
Alert me when a credit card is declined
Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.
3 votes -
Increase character limit of statement footnote
Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.
3 votes -
Delete invoice when viewing
If I'm viewing an invoice, allow me to delete the invoice from that view rather than going back to the ledger.
3 votes -
Edit invoices dated prior to 2021
Allow me to edit invoices that are dated prior to 2021.
3 votes -
Show zero dollar amounts on statements
Allow me to include zero dollar amounts/paid invoices on statements so the client can see all invoices within a date range in the statement.
3 votes -
Edit payment amount when sending 1-time payment link
When sending a 1-time payment link, allow me to change the amount that I'm sending to the person. We may send a 1-time payment link to both parents in instances of divorce and they each may only be responsible for a certain portion.
3 votes -
Select staff when creating new invoices under batch invoicing
When using Batch Invoicing and creating new invoices, allow me to select multiple staff members instead of just one or all.
3 votes -
Show which card was charged last when applying a payment
If a client has multiple saved credit cards on file, show me which card was charged last.
3 votes -
Show if payment was portal payment on client's ledger
When viewing a client's ledger, show which payments were made by clients on the client portal.
3 votes -
Send invoices via text message
Allow me to send invoices to my clients via text message because my clients read their texts more than they read their emails.
3 votes -
Quicker way to mark multiple invoices as paid in client ledger
Allow me a quicker way to mark multiple invoices as paid in a client's ledger.
3 votes -
Mark multiple invoices as paid in Batch Invoicing
When working in Batch Invoicing, allow me to mark multiple invoices as paid across multiple clients so I don't have to go into each client's ledger individually.
3 votes
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