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TheraNest App

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1549 results found

  1. Notate claims that have been auto-processed

    Notate which claims have been auto-processed so I can double-check to make sure the funds were received.

    2 votes

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  2. Add race and gender fields to a client's household

    When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.

    2 votes

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  3. Increase character limit for task notes

    Increase the character limit for the "note" field when adding a task.

    2 votes

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  4. Stay on invoice after applying a write-off

    Allow me to stay on the invoice after applying a write-off.

    2 votes

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  5. Allow therapists to create client flags

    As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.

    2 votes

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  6. Change "sex" field in client details & portal

    Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.

    2 votes

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  7. Don't select note type if only one available

    Remove the dialog box that has us select a progress note template. We only have one progress note template available for our whole practice so it's adding an unnecessary step.

    2 votes

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  8. Add permission for deleting files

    Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

    2 votes

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  9. Print practice chat messages

    Allow me to print conversations I have with staff using the practice chat.

    2 votes

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  10. Add payment number to payment methods report

    Allow me to see the payment number when running the payment methods report.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  11. Group appointments onto single claim from batch invoicing

    Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.

    2 votes

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  12. Add client name to progress note review alert

    As a supervisor or supervisee, when I get an alert to about a progress note display the client's name so that when I come back to my alerts I can see which ones I've already done.

    2 votes

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  13. Report on/audit general and clinical documents

    Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a release, cc auth, etc.).

    2 votes

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  14. Add time filter to the calendar

    Add a time filter to the calendar so I can hone in on a specific part of the day.

    2 votes

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  15. Return to agenda after signing progress note

    If I start a progress note from the agenda, then after I sign it have TheraNest return me to the agenda.

    2 votes

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  16. Display "Secure Message" when printing message

    When I print a secure message, show the words "Secure Message" on the PDF so I know where it came from.

    2 votes

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  17. Create custom forms for each client

    Allow me to create a custom form for a specific client that I can send to the portal. I need to be able to enter specific text that's only for that client, but I don't want to clutter up the list of intake forms.

    2 votes

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  18. Show CC fees in payroll report

    Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  19. Include secondary insurance in client import

    When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.

    2 votes

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  20. Change credit card sum processing time

    Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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