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TheraNest App

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1564 results found

  1. View EOB from ERA Received claim tab

    Allow me to print the EOB from the ERA Received claim tab.

    20 votes

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  2. Allow therapists to set self-scheduling preferences

    As a therapist, allow me to set whether clients can self-schedule with me on the client portal. I'm responsible for setting and creating my schedule, not the administrators at my practice.

    20 votes

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  3. Mark multiple invoice adjustments paid and enter automatic write-offs at the same time.

    Add the ability to mark multiple invoice adjustments as paid all at the same time AND have them enter automatic write-offs on the invoice when they are marked paid.

    20 votes

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  4. Automatically assign appointments to staff assigned to client

    When I make an appointment, automatically assign the therapist that's assigned to the client instead of assigning the staff member that is creating the appointment.

    20 votes

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  5. Ability to duplicate filled out dynamic forms

    Allow me to duplicate dynamic forms that have already been filled out.

    20 votes

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  6. Add payers to the detailed attendance report

    When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.

    19 votes

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    9 comments  ·  Reporting  ·  Admin →
  7. Bulk apply write-offs to invoices when processing ERA payments

    When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.

    19 votes

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  8. Add insurance to prospective clients list

    When adding a client to the prospective clients list, allow me to add the name of their insurance provider.

    19 votes

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  9. View multiple progress notes

    Allow me a way to scroll through or view multiple progress notes at once without having to open each one individually.

    19 votes

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  10. Organization branding for client portal

    Allow me to customize the look of the client portal so it matches the branding for our organization.

    19 votes

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  11. Translate forms to Spanish

    Allow me an easy way to translate my forms into Spanish so I don't have to retype them.

    19 votes

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  12. Enable ability to see history of one time payment links sent.

    Either a report, history, or in the Activity Log.

    19 votes

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  13. Select Place of Service when Creating Appointment

    Allow me to select the pace of service code when creating an appointment.

    19 votes

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  14. Display client's self pay amount in Calendar and Agenda

    When a client has insurance, the amount of the copay shows up on the calendar next to the client's appointment. This is helpful, so the therapist can see what is owed. However, if the client is self-pay, the fixed sliding scale rate does not show up on the calendar!

    19 votes

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  15. Add a paid column in the client ledger

    There is only a written off and total amount. For our practice it would be helpful to have the Paid amount. The written off is an insurance write off and not what we in actuality took in. I would like a Paid Amount between the Total and written off

    19 votes

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  16. Make it possible to filter clients by insurance type and within that by age, gender, etc.

    For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I know for us that would help tremendously.

    19 votes

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  17. Require room selection when creating an appointment

    Allow me to make the room selection required when my staff create appointments.

    18 votes

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  18. Show clients flags on ledger

    Allow me to view the client's flag(s) when on their ledger.

    18 votes

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  19. Separate appointment reminder preferences

    Allow me to set a client's appointment reminder preferences that are separate from other communication. For example, a client may not want to receive emailed reminders but they do want to receive other communication via email.

    18 votes

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  20. Report on intake form status for clients

    Allow me to run a report that will show all the intake documents that were sent to clients and the status of each document.

    18 votes

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    7 comments  ·  Reporting  ·  Admin →
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