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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Allow clients to pre-pay for sessions on the client portal
Allow clients to pre-pay for upcoming appointments on the client portal.
11 votes -
Include diagnosis on Discharge Summary
Add the client's diagnosis to the discharge summary so that it appears on the printed document.
11 votes -
Customize Grid option to ledger
It would be nice to not need to click on the invoice to get the full details of payments from insurance and client and adjustments. Could we have a customizable grid to control what information we see to prevent extra steps?
11 votes -
Allow Unapplied Payments in the Payroll Report
This would be super helpful since it's very common to unapply and re-apply payments multiple times, and that causes payout statuses to be lost.
11 votes -
"Applied to Deductible"
Under submitted claims status it would be nice to have an option to chose "Applied to Deductible" to make it more clear from the ledger what actually took place with a claim that was not rejected or actually paid by the insurance company but was applied to the patient's deductible.
11 votes -
Notify admins of information changes in client portal
As an administrator, notify me when a client makes changes to their information in the client portal (e.g., address, payment method, phone number, etc.).
11 votes -
Sort invoices by date of service in client's ledger
When viewing a client's ledger, allow me to sort the invoices by date of service.
11 votes -
Allow clients to confirm & cancel appointments through email
Allow clients to confirm or cancel their appointment through the emailed appointment reminder.
11 votes -
Add Client Portal to Clients section
To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!
11 votes -
Improve Client Name Search
Improve the client search field by showing client names when I type in a few characters, a middle name, a first name + last name, etc.
11 votes -
Bill using UB-04 claim form
It would be very beneficial to us if Theranest could support the UB-04 claim form format, as we are licensed as an outpatient d/a facility, and must file on an institutional claim form for some of our payers.
11 votes -
Allow copying and pasting text from secure messages
Allow me to copy and paste information that is sent or received from a secure message. Sometimes we have standard messages that we send clients and it would be easier to copy and paste from an old message.
11 votes -
Automatically generate client ID
Have TheraNest automatically generate the Client IDs so I don't have to remember to do this for each client.
11 votes -
Improve the group notes workflow
Improve the workflow to create a group note for the group and progress notes for each client in the group. Right now it takes too much time to complete the notes and I have to jump to different areas.
10 votes -
Change default to weekly when scheduling recurring appointments
When scheduling recurring appointments have the default be "weekly" because that's used more often than "monthly".
10 votes -
Add archived client to prospective clients list
Instead of unarchiving a client and making them active, allow me to add them to the prospective clients list.
10 votes -
Send progress note with claim
When sending the claim to the payer, allow me to include the progress note.
10 votes -
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
10 votes -
Add a place for staff notes in the client's chart
When viewing a client's chart/information, allow me a place to write notes so that I can communicate with my staff about important information related to the client.
10 votes -
Track staff license expiration
Allow me to track when a staff member's license expires so I can make sure to follow up with them and update it in the system.
10 votes
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