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.
1557 results found
-
Email Progress Update to Referral Source
It would be helpful to have a simple way to enter referral, such as probation, attorney, court staff etc; and allow the system to send progress updates via email for each client. Ideally this would be one email with a PDF attachment of the client progress updates for each referral source.
Currently I have to copy information from Theranest into a merge Word document to send an email to each contact.
It would save a tremendous amount of time for the therapist to have this option.
4 votes -
reschedule appointment from client chart
Instead of delete being the only option when viewing appointments in the client's chart, please add Reschedule or Cancel as options.
4 votes -
Remove service type from synced calendars
Don't display the service type on synced calendar appointments.
4 votes -
Add ability to mark a client as deceased
Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an appt or billing calling about questions, etc. All can see client deceased and what date and then handle appropriately. We are not archiving a client until all balances are zero'd, so this has been an issue. Even if I mark case closed, people don't know client has deceased.
4 votes -
Make exceptions for conflicts with recurring appointments
Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this appointment date," but schedule the other recurring appointments for which there are no conflicts.
4 votes -
Display initial assessment addendums at the top
If I create an addendum for an initial assessment (such as adding diagnosis codes), then allow me to view that addendum at the top of the page when viewing the initial assessment so I can quickly see the updated information without having to scroll down to the bottom.
4 votes -
Separate supervisory review setting for progress notes and treatment plans
Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.
4 votes -
Write off contractual obligation
When an ERA comes back with a contractual obligation, allow me to easily write it off.
4 votes -
Add a floating save button to custom form editor
When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button would be an amazing feature. I also wish forms would autosave in general so that I wouldnt have to use the save button at all.
4 votes -
Make appointment notes more obvious
Have an icon or an alert show in the calendar view if we have a note on an appointment. I know a preview of the note is displayed on the appointment block, but those can be easily overlooked given how much other information appears on the appointment block.
4 votes -
Batch invoicing by location
Allow me to select a location to bill for when creating batch invoices.
4 votes -
ERAs
When an ERA is uploaded from the clearing house. It needs to contain full information. Sometimes, the ERAs are retraction and adjustments and the data uploaded is not containing the DOS, the reason for retraction so, I have no way to accurately reply other than going to the clearing house.....
Need all info uploaded.4 votes -
Manage staff caseloads
Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.
4 votes -
Display client's date of birth on the agenda
Option to have the client's date of birth easily accessible on the agenda.
4 votes -
Add default service type column to Client List
Add a column for clients' assigned service types and allow sorting and searching in the column.
4 votes -
Display service type description in Payroll by Rendering Provider report
When running the Payroll report, allow me to view the description of the service type.
4 votes -
Require linked appointment when saving Progress Notes
As an admin, allow me to require a progress note be linked to an appointment before it can be saved as sometimes our therapists forget to link progress notes to dates of service.
4 votes -
Differentiate clients with the same initials
When you have the "Show only client initials in Calendar and staff email alerts" setting enabled, it shows the first letter of the client's first and last name. If I have more than one client with the same initials, I can't tell them apart when this setting is on.
4 votes -
Separate insurance credit from client credit in client ledger
It would be helpful to have an insurance credit option along with the clients credit. Currently if there is an insurance credit it goes under clients credit which throws therapist off thinking client has a credit when its actually an insurance credit/overpayment.
4 votes -
Add weekly view to the agenda
When viewing the Agenda, allow me to view all appointments for the week instead of just for the day.
4 votes
- Don't see your idea?