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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Filter agenda to show progress notes not started
Allow me to filter the Agenda so I can see which progress notes haven't been started for the clients that I saw that day.
2 votes -
Show diagnosis codes in client list
When viewing the client list, allow me to customize the grid to see the diagnosis codes.
2 votes -
Report for non-client events
A report to pull a list of non-client events for Staff like we can for client appointments.
2 votes -
Display staff as LastName, FirstName when assigning to clients
When assigning staff to clients, display staff names as LastName, FirstName.
2 votes -
Add payer to detailed client report
Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
2 votes -
Identify which plan paid in ERA
In the ERA, allow me to view the insurance plan because we have some clients that have two plans under the same payer (e.g. Anthem).
2 votes -
Hide canceled appointments in iCal sync
Allow me to hide canceled appointments in my iCal.
2 votes -
Create cancellation status for holidays
Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.
2 votes -
Show client flags in detailed attendance report
Allow me to see the client flags when running the detailed attendance report.
2 votes -
Rearrange navigation
Allow me to rearrange the navigation pages. I may want My Tasks to be first rather than after the Calendar.
2 votes -
Put cursor in client's name field when viewing details
When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.
2 votes -
Allow double-booking for events but not appointments
Allow non-client events to be double booked on my calendar but not client events.
2 votes -
Change warning about invoice balance when processing ERAs
Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
2 votes -
Email client when credit card charge is voided
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
2 votes -
Single select dynamic form element
Create a single select dynamic form element that isn't a drop-down so all options can be seen and the form can be completed faster.
2 votes -
Filter manage clients list in client portal settings
When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
2 votes -
Print invoice with linked progress notes in one PDF
When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
2 votes -
Report on client appointments where times overlap
Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
2 votes -
Take me to invoice after processing payment from ERA
When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.
2 votes -
Separate date and time data in reports
For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
2 votes
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