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TheraNest App

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1557 results found

  1. 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

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  2. Hide form name on dynamic forms

    Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.

    3 votes

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  3. Report on un-collected co-pays

    Allow me to run a report that shows any co-pays that haven't been collected.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  4. Notify other staff of new appointments

    Allow me to specify other staff that should be alerted when a client schedules a new appointment. Our front office staff has things they need to accomplish when a new appointment is scheduled so they need to be notified.

    3 votes

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  5. Add copy from last session in group notes

    When I'm completing a group note, allow me to copy the group note from the previous session.

    3 votes

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  6. Autofill forward slash when entering birth date

    When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.

    3 votes

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  7. Remove cancellation reason if status changes

    If I originally mark an appointment as canceled and then change it to upcoming, allow me to remove the original cancellation reason I entered because it no longer applies.

    3 votes

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  8. Add client to a "kept" group appointment

    Allow me to add a client to a group appointment after the appointment has already been changed to "Kept" so they can be included in the group note.

    3 votes

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  9. Default group case service type when creating appointment

    When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.

    3 votes

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  10. Send primary ERA when billing secondary

    If I'm billing a client's secondary insurance, allow me to send the primary ERA with the secondary claim because some payers require this.

    3 votes

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  11. Move active clients to prospective clients list

    Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.

    3 votes

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  12. Disable gender identify fields

    Allow me to disable the Gender Identity, Pronouns, and Sexual Orientation fields in TheraNest.

    3 votes

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  13. Make Provider Name a Dynamic Form Element

    It would be really helpful to be able to pull in a Dynamic Element that is the Provider's name into forms.

    3 votes

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  14. Set default place of service for staff

    Allow me to set a default place of service for each staff member. We have some staff members that exclusively provide home visits and it would be nice for them not to have to change it every time.

    3 votes

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  15. Make it optional to freeze the calendar header

    Allow me the option to freeze the calendar header (filters, days of the week, etc.) because sometimes I may want to see more of my calendar.

    3 votes

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  16. 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

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  17. 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

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  18. Show Rescheduled Appointments On Agenda

    Leave reschedule appointments on the agenda with the status rescheduled. It would be helpful to see that an appointment has already been rescheduled in the status in the agenda then just seeing it was cancelled.

    3 votes

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  19. Edit invoices dated prior to 2021

    Allow me to edit invoices that are dated prior to 2021.

    3 votes

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  20. 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

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