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TheraNest App

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1557 results found

  1. Indicate if clients are out of network

    Allow me to indicate if the client is in-network, out-of-network, or paying out of pocket.

    2 votes

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  2. More options for recurring appointments

    Allow me to select from more options when creating recurring appointments. For example, I may want to schedule an appointment on the first three Mondays of the month.

    2 votes

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  3. Show client flags on printed Agenda

    Allow me to see the client's flags when I print the Agenda.

    2 votes

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  4. Add count to service types to the Service Billing report

    When running the Service Billing report, show me how many times that service type was billed out during the date range I selected.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  5. Select payer when creating the claim

    Have a drop down option to select which insurance to use at the time of billing. For instances where claims need to be billed to different payers for different services.

    2 votes

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  6. Notification for client texts

    Notify me when a client responds to a text I send.

    2 votes

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  7. Send a copy of a client's statement to other staff members

    When sending a statement to a client, allow me to send a copy to any staff member that's assigned to the client.

    2 votes

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  8. Mark treatment plans as complete

    Allow me to mark a treatment plan as complete so all the current goals get updated to "complete" and aren't pulled into the next treatment plan or progress notes.

    2 votes

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  9. Add date range to the CSV and PDF of the payroll reports

    Include the transaction date range on the CSV and PFD of the Payroll Data Export and Payroll by Rendering Provider report.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  10. Include payer fee schedule in reports

    Allow me to include the contracted rates for a payer in the billing reports.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  11. Remove signatures from contact log notes

    Create a permission that will allow a staff member to remove their signature from a contact log entry.

    2 votes

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  12. Filter Progress Note Signature Report by documents with no signatures

    Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  13. Pop-up reminders for tasks that are due

    If I have a task that is due, have a pop-up reminding me to complete the task when I log into TheraNest.

    2 votes

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  14. Create an EMDR Processor Assessment as a standard note template

    My counselors use EMDR in our practice and it would benefit us if Theranest provided an EMDR Processor Assessment form as option in Notes. I've attached the blank form below. I know Simple Practice EHR offers it.

    2 votes

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  15. Permission for scheduling appointments

    Create a separate permission to allow a staff member to schedule appointments.

    2 votes

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  16. Add emojis to appointment and event titles

    Allow me to add emojis to appointment and event titles.

    2 votes

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  17. Assign permissions when importing staff

    Allow me a quick way to assign permissions when I import staff so I don't have to go back and adjust it for each staff member.

    2 votes

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  18. View location of clients on a map

    Allow me to view the location of our clients on a map so I can schedule our clients easier with therapists.

    2 votes

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  19. Automatically schedule clients on a cadence after Initial Assessment

    I have used Therapy Notes in the past and after the Initial Assessment, you could select if the client was going to be seen weekly or bi-weekly or monthly. If the client was going to be seen on the same day and time for each appointment as is most therapists habit, they were automatically rescheduled for their next weekly, bi-weekly or monthly appointment.

    2 votes

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  20. Remove staff display order if staff can only view personal calendar

    If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.

    2 votes

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