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TheraNest App

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1558 results found

  1. Add email address to clients intake report

    When running the Clients Intake report, allow me to include the client's email address.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  2. Make tooltip clearer on invoice about rate vs. amount

    When creating an invoice, make the tooltip clearer about the difference between the "rate" field and the "amount" field.

    1 vote

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  3. Limit staff view of appointments to cases

    Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.

    1 vote

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  4. Multi-sorting in client list

    Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.

    1 vote

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  5. Connect to NC HealthConnex at the payer level

    Allow me to connect to NC HealthConnex at the payer level.

    1 vote

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  6. Add "Fully Paid" indicator group invoices on agenda

    If all the clients in a group appointment have a fully paid invoice, then add the "fully paid" indicator on the agenda, the same one that appears for individual appointments.

    1 vote

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  7. Don't automatically display pre-defined options when typing in mental status

    When clicking into the mental status fields of a progress note, don't automatically display the pre-defined options. Sometimes I just want to enter text without seeing the pre-defined list I can insert.

    1 vote

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  8. Change location of mental status pre-defined options

    When typing into the mental status section of a progress note, have the pre-defined options appear to the right side of the section so it doesn't block the next items in the list.

    1 vote

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  9. Report on group appointments as one unit

    Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  10. Report on fields from intake fields

    Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  11. Have enter key insert sentence and paragraph breaks into secure messages

    When I compose a secure message, the enter key doesn't actually enter a break. If I hit the enter key once to start a new line after I send the message the new line doesn't appear. All my text runs together.

    1 vote

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  12. Add invoice number to submitted claims report

    When running the Submitted Claims report, allow me to include the invoice number.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  13. Make religion a free-text field

    When we enter the client's religion or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

    1 vote

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  14. Send reauthorization reminders to billers

    Allow billers to receive reauthorization reminders without having to assign them to each client.

    1 vote

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  15. Add practice name to all email notifications I receive from TheraNest

    We have multiple TheraNest accounts and with some email notifications I receive (e.g. new practice chat messages, support messages) it doesn't specify which of my TheraNest accounts it applies to, so I have to log into each account just to find it.

    1 vote

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  16. Add emails when sharing forms to contact log

    When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.

    1 vote

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  17. Indicate preferred contact method in prospective clients list

    When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.

    1 vote

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  18. Document hospitalizations in client's chart

    When viewing a client's chart, allow me to document a client's hospitalizations.

    1 vote

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  19. Add income classification to client for United Way reporting

    When filling out a client's details, allow me to add their income classification because we need this for United Way reporting.

    1 vote

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  20. Make the add appointment button more prominent

    When viewing the calendar, make the add appointment button/icon more prominent because it's easy to miss.

    1 vote

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