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.
1554 results found
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Add or edit modifiers on invoice
Allow me to enter modifiers when creating an invoice.
For example, if two services occur on the same day that can be billed on the same day I have to add modifier 59, but I can't add that to the service code library as it is unethical to include modifier 59 every time I bill that service.
74 votes -
Customize options in payment methods drop-down
Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.
74 votes -
Add adjusted contract rate in ledger
Please also add an adjusted contracted rate click under the client payment and write off. This way we could actually know what were write off's due to loss of income and what were actual contracted rate differences in reports. And then also create a report where we can run it just like the write off report.
73 votes -
Remind staff to complete the treatment plan
Set an alert to remind the therapist that the Treatment Plan is due after the 3rd visit
73 votes -
Add ability to reactivate inactive insurance
Currently, once insurance is marked as inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
72 votes -
Automatically create and send invoices
Allow me to automatically create and send invoices at a specific time period (e.g., after every session, weekly, monthly).
72 votes -
Enable monthly superbill generation
Similar to simple practice that allows you to automatically generate monthly statements or superbills.
72 votes -
Copy last treatment plan
Allow me to "copy last treatment plan" option to create an updated treatment plan so that I can make updates without recreating the entire treatment plan.
70 votes -
Add or remove archived clients in reports
When running certain reports, allow me the option to include or not include archived clients.
68 votes -
Add custom fields to client details page
Allow me to create my own custom fields that I can add to the client's profile so that I can track additional information outside of what TheraNest provides.
68 votes -
Report on number of clients seen per therapist
Allow me to run a report that displays the number of clients a therapist has seen over a given time period.
67 votes -
View staff availability/unavailability for more than a day
Allow me to view staff availability or unavailability on the calendar for more than a day at a time rather than just in Staff view.
66 votes -
Default client's intake date field to date of first kept appointment
I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date. It should be the day they filled everything out, either via the portal or in the office.
66 votes -
Add new clients from the calendar
Allow me to add a new client to the system when viewing the calendar and/or agenda so I can add a client and then quickly schedule them an appointment.
66 votes -
Add Client ID to all reports
Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.
66 votes -
Display session number in progress note
Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!
65 votes -
Automatic out-of-office reply for portal messages
If a client contacts me through the client portal while I'm away, allow me to set up an automatic out-of-office reply and the option to have those messages forwarded to another staff member.
63 votes -
Add ability to merge duplicate cases
If a second case has been opened for a client it would be nice to be able to merge it with the old case.
63 votes -
Include a log of all reminders (email, phone, text)
There is a log for only text reminders, but no way to verify that an email was sent and no consolidated log of phone reminders
63 votes -
Report on therapists' hours
Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.
62 votes
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