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
-
Reminder for when clinic forms need to be updated
Allow me to set a reminder for when a patient's intake or HIPAA forms need to be updated. There are some forms that we need to have clients sign yearly.
6 votes -
Delete service types
Allow me to delete service types that I made in error and that have never been used on appointments or invoices.
6 votes -
Create invoice from the appointment block
Allow me to create a client's invoice from their appointment block on the calendar.
6 votes -
Populate co-insurance and deductible info in the invoice
make the deductible and co-insurance actively populated into invoices and managed automatically, rather than having to manually enter the correct Patient Responsibility (whether deductible or co-insurance amount) and have to back track when deductible is met and co-insurance kicks in.
6 votes -
Include Batch invoices and statements in Activity Log
Include Batch invoices and statements in Activity Log
6 votes -
Allow calendar appointments to be changed from single staff to multi staff after hitting save
When I need to change an appointment by adding a staff member to an existing appointment, the only way to do this is to delete the appointment and make a new one. Especially for reoccurring appointments, this is frustrating! I work with students who change throughout the year, so I often need to take an old student off and add a new one.
6 votes -
Display total hours on the calendar
Have my total hours displayed for the day and/or week on the calendar based on the session type (e.g., client appointments vs. non-client appointments).
6 votes -
Option to open new case when unarchiving client
When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.
6 votes -
Payroll Report by Assigned Staff
Is it possible to have the Payroll Report have an option to show by Assigned Staff?
A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had to go back, correct claims and resubmit with the supervisor as the Rendering Provider. In talking with TheraNest support, it sounded that your Payroll Report would not work well in this situation. For this reason, is it possible to get this additional option?
6 votes -
Add automatic signature line and ability to highlight and copy text from messages in secure inbox
It is very difficult to write messages in the secure inbox to clients with the editable feature and then the view feature. It would be helpful to have features like an automatic email signature like in Gmail. It is also frustrating that when I go back to my message, after sending it, I cannot highlight to copy the text to send in another message or use in my notes.
6 votes -
Show line breaks in custom forms
The text fields in custom forms do not recognize line breaks. This means that the text is in one big paragraph. It looks very unprofessional, and I cannot use it for reports. When I enter the information and click enter, it appears as though there will be a line break but none shows up on the pdf form. Please add the line breaks to the pdf view of custom forms.
6 votes -
Add notes column to client list
Allow me to customize the client list grid so I can include the client notes from the client details page.
6 votes -
Include payment notes in Payment Methods report
When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
6 votes -
Select forms when using "New Appointment" link
When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent to their portal account, like I can when inviting clients to the portal.
6 votes -
Add count on rejected claim tab
When a claim is rejected or denied it would be helpful if there could be a little notification/number count on that tab so we don't forget to check it.
6 votes -
Add payment date to Staff Billing report
Add the payment date to the Staff billing report.
6 votes -
Create service types with modifiers per payer
Allow me to specify what modifiers each payer requires for specific service types so I don't have to create a separate service type for each payer.
6 votes -
Sync with Quickbooks
Allow me to sync my TheraNest account with Quickbooks.
6 votes -
Payroll Report that is visible only to individual staff
I would like to allow my staff members to see their payroll information in the Payroll report, but block them from seeing other staff members' payroll information.
6 votes -
Filter batch statements by rendering provider
Allow me to filter batch statements by rendering provider so I can quickly create statements for clients only.
6 votes
- Don't see your idea?