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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Have "group all appointments onto single claim" checked by default
When creating invoices, have the "group all appointments onto a single claim" checked by default so I don't have to check it every time.
6 votes -
Notify me of outstanding balances
Alert me or notify me if a client has an outstanding balance that has exceeded a certain number of days. For example, if a client hasn't paid in 30 days we need to follow up.
6 votes -
Label copays on invoices and statements
If a client pays a copay, have that payment be listed as a "copay" on the invoice and statement.
6 votes -
Change treatment plan button to "Create/Update Existing Treatment Plan"
Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan. Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.
6 votes -
Notify me if system is down
If TheraNest is down, notify me so I'm aware of the issue.
6 votes -
Auto-populate service location to note and invoice
Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
6 votes -
Delete staff members
Allow me to delete staff members from my TheraNest account instead of just archiving them.
6 votes -
Assign place of service codes to locations
When creating or editing a location in TheraNest, allow me to assign a place of service code to that location.
6 votes -
Mark all mental status fields as "NA"
Allow me to mark all the mental status fields in a progress note as "NA", similarly to how I can mark all as "Within Normal Limits".
6 votes -
Add custom relationship options in contact log
Allow me to create custom options when selecting "relationship to client" when creating an entry in a client's contact log.
6 votes -
Send documents to staff in-app
Allow me to send messages to staff and attach documents within TheraNest.
6 votes -
Report on set payment amount
Allow me to run a report that will display the amount entered in the "set payment amount" field of the client's details.
6 votes -
Support digital pens for clinical documentation
Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).
6 votes -
Add additional payer/responsible party
Allow me to add an additional payer/responsible party to a client that may pay a percentage or a ratio of the client's services. This could be worker's comp or a minor with two parents who are splitting the cost of services.
6 votes -
Don't retroactively apply updated credentials
If I update a user's credentials, don't retroactively apply those updated credentials to already signed/completed documentation.
6 votes -
Sync all staff calendars to Google calendar
Allow me to sync all my staff's calendars to my Google calendar so I can see all appointments from my Google calendar without having to open TheraNest.
6 votes -
Run Service Billing report by service date
Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.
6 votes -
Report on missing client signatures
Allow me to run a report that will show which notes are missing the client's signature.
6 votes -
More subscription options
Have more subscription options between the 50 and 80 users mark. It's a big jump in the number of users and the price and we need something in-between.
6 votes -
Change defaults when applying a payment
When I apply a payment, change the defaults that appear so that I don't have to change them every time. For example, make the default "insurance" rather than "client" and leave the amount fields blank.
6 votes
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