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
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Add billing information to the Detailed Attendance report
Allow me to view some billing information, (e.g., the amount that was billed, amount paid, etc.) when running the detailed attendance report.
3 votes -
Create all the day's invoices from the Agenda
Allow me a quick way to create all the invoices from today's appointments from the Agenda.
3 votes -
Autosave group notes
When I'm writing a group note, have TheraNest auto-save it every so often. I write long group notes and sometimes I've lost my work when I accidentally hit a wrong button.
3 votes -
Allow only admins to view Retention Rate report
Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
3 votes -
Assign all staff to a client
When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.
3 votes -
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 -
Contract with other treatment planners
Allow me to use a different treatment planner in TheraNest besides Wiley.
3 votes -
Allow multiple signatures on addendums
Allow multiple signatures on addendums to initial assessments and progress notes. For example, I'd like my supervisee to sign these documents as well.
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 -
Add date range to demographic snapshot report
Allow me to run the Demographic Snapshot report for a date range.
3 votes -
Client-level activity log
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
3 votes -
Print/export service types
Allow me to print or export a list of my organization's service types.
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 -
Save portal invitations and new form messages to the contact log
When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.
3 votes -
Add Medicaid ID field to client's insurance
When adding a payer for a client create a new field to enter the Medicaid ID or Medicare MBI number as this is a different number outside of the Plan ID or Group ID.
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 -
Indicate payment status on appointment
When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).
3 votes -
View when credit cards were updated
When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
3 votes
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