Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1554 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  6. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  7. Enable monthly superbill generation

    Similar to simple practice that allows you to automatically generate monthly statements or superbills.

    72 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. Add or remove archived clients in reports

    When running certain reports, allow me the option to include or not include archived clients.

    68 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    14 comments  ·  Reporting  ·  Admin →
  10. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Reporting  ·  Admin →
  12. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    22 comments  ·  Reporting  ·  Admin →
  16. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  18. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  20. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    12 comments  ·  Reporting  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base