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.
1564 results found
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Add insured ID # as customized grid option for clients list
When viewing the list of clients, allow me to include their insured ID #.
14 votes -
Remind me which clients want superbills
Remind me which clients want superbills because I have some that want them and some that don't and it would be easier if I was reminded of these clients or they were designated somehow.
14 votes -
Telehealth link for Couples Psychotherapy
Can you please update that individual telehealth subscription to include sending ONE telehealth LINK to a couple/family who have a shared appointment but will be in the same location?
There is no need to upgrade to the group subscription since only one user client link is needed. However, the scheduling/calendar wont allow me to make a telehealth group appointment for couples without the subscription upgrade. It is recommended by TheraNest documentation in couple psychotherapy session is added into the electronic medical record as a "group appointment" to link the progress notes/treatment plans.
14 votes -
Add appointment status to statement-level superbills
Allow me to include the appointment status when creating superbill-level details on a printed statement. We charge our clients if they cancel late or no-show. We also provide them with monthly superbills to submit to insurance and it could look like they attended an appointment when really they didn't. Having the appointment status would reduce the risk of potential insurance fraud.
14 votes -
Insurance Refund and Bulk Insurance Payment Posting
We need to have a function that allows for negative payments to post (ie: insurance refunds) and to allow bulk insurance payment posting. These are essential to proper bookkeeping. How can this be completed. Our clinic cannot be the only one with this issue.
14 votes -
Add date of payout to payroll report
Add date of payout to therapist in the payroll report
14 votes -
Create one reusable link for Telehealth appointments
Have TheraNest create one telehealth link that can be reused for a client so I don't have to email them a unique link each time. If there was one link the client could just save it and not have to worry about logging into the portal.
14 votes -
Customize template for emailed invoices
Allow me to create an email template for the invoices and superbills that are sent to clients.
14 votes -
Pull treatment goals and dx codes into custom forms
Allow me to include the client's treatment goals and diagnosis codes in a custom form. We've created a custom form for our progress notes and want to include this information.
14 votes -
Add place of service to detailed attendance report
Include the place of service when running the detailed attendance report.
14 votes -
Upload PDFs as Dynamic/Intake forms
Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.
13 votes -
Add 180 day option for treatment plan reviews
Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.
13 votes -
Run payroll report by date payment was applied
Allow me to run the payroll report by the date the payment was applied to the client's ledger rather than the transaction date.
We collect payments from clients and leave them as unapplied payments until we get the ERA because sometimes the amount the client owes varies and we have to adjust the payment before applying it to the client's ledger. This causes more work when running the payroll report because then we have to backdate it to make sure those payments are included.
13 votes -
Apply payments and write-offs at the same time
Allow me to apply payments and write-offs at the same time without having to save one and navigate to another screen to apply the other.
13 votes -
Apply payments/write-offs for archived clients
Allow me to apply a payment or write-off to an archived client's balance without having to unarchive them.
13 votes -
Customize portal invite message for contacts in contact network
When I add an individual to a client's contact network, allow me to customize the portal invitation message they receive.
13 votes -
Show number of open cases when viewing the list of clients
When viewing the list of clients, allow me to see how many open cases each client has.
13 votes -
View claim history from ledger
When viewing the client's ledger, allow me to view the history of claim so I don't have to go to the claim tabs and find it.
13 votes -
See the client portal from the client's view
Allow me to see the client portal from the client's perspective so if a client has a question we can help them.
13 votes -
Add new name field to client details
Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on legal documentation.
13 votes
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