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TheraNest App

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1564 results found

  1. Display staff who created appointment

    In an agency where multiple people are responsible for scheduling client appointments it would be helpful to see on the appointment or on the appointment list the staff that scheduled/created each appointment.

    6 votes

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  2. Set payment override amount by service type

    Allow me to set a payment override amount based on service type, rather than having it apply to all service types.

    6 votes

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  3. Add multiple staff members to existing appointments

    Allow me to add more staff members to an existing appointment instead of having to delete the appointment and create a new one.

    6 votes

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  4. Show less information on the appointment block

    When viewing the calendar, show less information on the appointment block. It's overwhelming to see and I can go to the Agenda to see those details.

    5 votes

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  5. Automatically send invoices to clients

    Allow me to automatically send invoices to clients.

    5 votes

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  6. Authorize client's credit card

    Allow me the option to place holds / authorizations on client credit cards so we can make sure the funds are there to cover the cost of services.

    5 votes

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  7. Don't allow staff to record credit card payments

    Allow me to turn off the ability for staff members to record credit card payments because all credit cards should be charged through our integrated payment processor.

    5 votes

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  8. Move/remove help widget

    Allow me to move or remove the help widget because sometimes its placement interferes with my workflow.

    5 votes

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  9. Add zero dollar payments on manual insurance payments

    When working in Manual Insurance Payments, allow me to apply zero-dollar payments.

    5 votes

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  10. Add copay to clients list

    When viewing the Clients list, allow me to customize the grid to view the client's copay.

    5 votes

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  11. Add staff email as an available placeholder for reminder templates

    Allow me to include the staff member's email address in the appointment reminder templates. If one of our clients needs to reach out about their appointment they need to reach out to the staff member directly.

    5 votes

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  12. Assign supervisory billing at the staff level

    Rather than going into each client and setting the default rendering provider allow me to assign it at the staff level, so all that staff member's invoices bill as their supervisor.

    5 votes

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  13. Add copay to ERA received claim tab

    When viewing the ERA received claim tab, allow me to customize the grid to view the copay.

    5 votes

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  14. Supervisor alerts for discharge summaries

    As a supervisor when my supervisee closes a case, send me an alert so I can review and co-sign the discharge summary.

    5 votes

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  15. Additional signature lines on treatment plans

    Allow for additional signature lines on treatment plans. For our clients that have medication the provider prescribing the medication needs to sign the treatment plan as well.

    5 votes

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  16. Add a table to a dynamic form

    Allow me to add a table to a dynamic form so clients can fill in parts of the table.

    5 votes

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  17. Exclude insurers for staff

    Prevent an appointment from being scheduled with a staff member who doesn't accept a particular insurance.

    5 votes

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  18. Add rating scale as a dynamic form element

    Allow me to add a rating scale as a dynamic form element where the ratings appear horizontally.

    5 votes

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  19. Co-sign contact log entries

    As a supervisor, allow me to co-sign contact log entries.

    5 votes

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  20. Hide details of event appointments

    When I create an event appointment on my calendar, allow me to hide the details of it from other staff members because I don't want them to see details of my personal appointments.

    5 votes

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