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TheraNest App

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1549 results found

  1. The option to pull the Total Uninvoiced Amount by Kept appointments

    The customer would like the Total Uninvoiced Amount column to pull the totals by Kept appointments or at least the option to pull only by Kept Appointments. The customer does not want to see the uninvoiced amounts for Canceled or Rescheduled appointments.

    1 vote

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  2. Batch payments for insurance credit cards

    Allow me to run batch payments for insurance credit cards.

    1 vote

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  3. Don't allow supervisees to save drafts of progress notes

    Don't allow supervisees to save drafts as progress notes and have the "save" button submit the note for supervisory review.

    1 vote

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  4. Select "sex" when adding insurance to a new client

    Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal sex on the Client Details page first.

    1 vote

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  5. Show which notes have been submitted to a supervisor

    When viewing the Agenda, show me which notes have been submitted to my supervisor.

    1 vote

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  6. Add transportation company to client's details

    Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.

    1 vote

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  7. Allow org admins to set a staff's calendar preferences

    The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.

    1 vote

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  8. Add verified date to client's insurer

    When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.

    1 vote

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  9. Add special characters to progress note addendums

    Allow me to add special characters to addendums in progress notes.

    1 vote

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  10. Adjust filter results in Manual Insurance Payments without losing data

    When working in Manual Insurance Payments, if I've started to enter write-offs and payments but realize I may have missed a service date in the payment, allow me to adjust the date filter without losing all the data I've entered.

    1 vote

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  11. Show paid amount under paid/processed claim tab after posting via Manual Insurance Payments

    After I've posted a payment manually using the Manual Insurance Payment feature, include adjustment details and payment amount in the Paid/Processed tab under claims.

    1 vote

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  12. Link invoice to payment link/portal

    When sending a one-time payment link, allow the client to view the invoice that's associated.
    Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.

    1 vote

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  13. Indicate if appointment is a makeup session

    Allow me to indicate if an appointment is a makeup session to help us know that clients are making up for canceled or missed appointments.

    1 vote

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  14. Show on Payment Methods report if the payment was made on the Client Portal

    When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  15. Add payment note to receipt

    When I apply a payment to a client's ledger, have the payment note show on the receipt.

    1 vote

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  16. Add conditional logic to Dynamic Forms to show/hide elements

    Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.

    1 vote

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  17. Search by more than one client when creating new invoices

    When working under Batch Invoicing → Create New Invoices, allow me to search by more than one client.

    1 vote

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  18. Manually mark a client's insurance eligibility

    Allow me to manually mark a client's insurance eligibility for those we can't check through TheraNest.

    1 vote

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  19. View ERA payments by payer

    Allow me to see ERA payments for each payer including the total amount and where the payment was allocated.

    1 vote

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  20. Add addendums to group notes

    Allow me to add an addendum to a signed group note like I can do with progress notes.

    1 vote

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