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.
1555 results found
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Clickable link in appointment notes
If I add a link to the notes field in a client's appointment, make it clickable so I don't have to copy and paste it into my browser.
2 votes -
Add sales tax to an invoice
Allow me to add sales tax to an invoice. We sell products at our office and need to charge a sales tax percent for these items.
2 votes -
Deductible ERA Functionality
As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.
2 votes -
Maintain historical appointment information in previous time zone
If I update my time zone, keep my historical appointment information in the previous time zone rather than update it to the new time zone.
2 votes -
Include claim number in billing reports
Allow me to view the claim number when running billing reports.
2 votes -
View all invoice information without scrolling
When viewing a client's invoice I want to view all of the information without having to scroll.
2 votes -
Display last kept appointment date when creating progress note
When creating a progress note for a client, allow me to see the date of the last kept appointment.
2 votes -
Permission to upload files
As an admin, allow me to set who has access to uploading files to a client's General Documents or Clinical Documents.
2 votes -
Show which progress notes have an addendum
When viewing a client's list of progress notes, allow me to see which notes have an addendum.
2 votes -
Download batch payment errors
Allow me to download the errors for batch payments so I can track credit card declines.
2 votes -
Link to client's details from secure messaging
When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.
2 votes -
Apply to copay when processing batch payments
When processing batch payments, allow me to apply the payment as a copay.
2 votes -
Notate primary contact in client's details
Allow me to identify the primary contact for a client in their client details or their contact log.
2 votes -
Copy from last session based on date of service
When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.
2 votes -
Custom formatting for reminder emails
When I'm creating the appointment reminder email, allow me to apply formatting so I can bold, underline, or italicize words.
2 votes -
Training library for staff based on permission level
Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn't have access to because it can be confusing for them.
2 votes -
Show preview of dynamic progress notes
When viewing a client's list of progress notes, the dynamic progress notes don't show a preview like the standard template. Allow me to see a preview of the dynamic progress note when viewing a client's list of progress notes.
2 votes -
Notify contact network of appointment changes
If I change or cancel a client's appointment, send a notification to the client's contacts in their contact network.
2 votes -
Copy secure messages over as a thread
Allow me to copy the entire secure message over as one thread rather than copy each message individually.
2 votes -
Display client's pronouns in left sidebar
When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.
2 votes
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