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TheraNest App

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1555 results found

  1. 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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  2. Add special characters to progress note addendums

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

    1 vote

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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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 →
  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. Back up TheraNest to Google Drive

    Allow me to back up my client's information, forms, and clinical documents to my Google Drive account.

    1 vote

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  15. Run data export by provider

    When running the Export Data report, allow me to first filter it by provider so only the clients assigned to a specific provider are exported.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  16. Sort by all columns in the authorization report

    Allow me to sort the columns when viewing the authorization report.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  17. Notify clients of prescribed medications

    When I prescribe a medication to a client using TheraNest's e-Prescribe then notify the client about the details of the prescription.

    1 vote

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    0 comments  ·  E-Prescribe  ·  Admin →
  18. Search activity log for new clients added

    When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.

    1 vote

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  19. Create consistent wording of menu item between mobile and desktop

    Some of the menu items when accessing TheraNest on my desktop vs. mobile device are different. For example, "View Knowledge Base" vs. "Knowledge base" and "Give feedback" vs. "Suggest a feature".

    1 vote

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  20. Add adjustments to paid invoices

    Inside an invoice, allow me to add adjustments after the invoice has been completely paid.

    1 vote

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