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.
1552 results found
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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 -
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 -
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 -
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 -
Create appointments prior to 2017
When creating an appointment on the calendar, allow me to choose a year prior to 2017 in the appointment dialog so I can add in historical data for patients. Changing the calendar is too tedious.
2 votes -
Alert staff when appointment is added to the calendar
Allow me to alert other staff members (besides just the provider) if an appointment is added to the calendar.
2 votes -
Export Dynamic Form data to Excel
Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.
2 votes -
Reset invoice numbers
Allow me to reset the invoice numbers or set the number from where invoices should start from.
2 votes -
Indicate if contact has filled out release
When viewing a client's contact network, allow me to indicate which contacts have filled out a release.
2 votes -
Add staff member to grid in write-off report
When running the write-off report, allow me to view the staff member in the results grid.
2 votes -
Indicate which staff are currently logged in
Allow me to see which staff members are currently logged into our account without having to use the Practice Chat.
2 votes -
Add referral source to Session Units report
When running the Session Units report, allow me to view the referral source of the client(s).
2 votes -
Allow admin control of only showing client initials in synced calendars
As an admin, allow me to set the preference for having only client initials show in calendars and email alerts for all my staff rather than having them control this setting individually.
2 votes -
Restrict staff from editing the service type filter on the calendar
Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.
2 votes -
Access 1099 form in TheraNest
Allow me to access my 1099 form right within my TheraNest account.
2 votes -
Add service type to credit card charges report
When running the credit card charges report, allow me to see what service type that charge was linked to.
2 votes -
Add address to prospective clients list
When adding a prospective client allow me to input their address.
2 votes -
Add referrer to clients list
When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.
2 votes -
Don't create claims for non-cpt services
If I've added a non-CPT service to a client's invoice, don't create a claim for that service.
2 votes -
Report on invoice notes
Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).
2 votes
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