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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Remove staff display order if staff can only view personal calendar
If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.
3 votes -
Alert admins of organization activity
As an admin allow me to receive alerts for certain actions recorded in the activity log.
3 votes -
Add billing information to the Detailed Attendance report
Allow me to view some billing information, (e.g., the amount that was billed, amount paid, etc.) when running the detailed attendance report.
3 votes -
Create all the day's invoices from the Agenda
Allow me a quick way to create all the invoices from today's appointments from the Agenda.
3 votes -
Autosave group notes
When I'm writing a group note, have TheraNest auto-save it every so often. I write long group notes and sometimes I've lost my work when I accidentally hit a wrong button.
3 votes -
Allow only admins to view Retention Rate report
Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
3 votes -
Display name of progress note on document
If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
3 votes -
Do not auto-assign newly assigned staff to all open cases
When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
3 votes -
Assign all staff to a client
When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.
3 votes -
Create refunds for non-credit card payments
Allow me to mark a cash, check, etc. payment as refunded in TheraNest rather than just applying a credit to a client's ledger.
3 votes -
Process payment and write off balance for multiple adjustment types
When processing an ERA, allow me to process the payment and write off the balance if there are multiple adjustment types.
3 votes -
Contract with other treatment planners
Allow me to use a different treatment planner in TheraNest besides Wiley.
3 votes -
Allow multiple signatures on addendums
Allow multiple signatures on addendums to initial assessments and progress notes. For example, I'd like my supervisee to sign these documents as well.
3 votes -
Show client flags in batch payments
Allow me to view client flags in batch payments. We have certain clients that have special circumstances and cannot process their cards. I'd like to exclude these clients when running batch payments.
3 votes -
Have default place of service populate for unbilled appointments
If I create an invoice with a new line item that isn't linked to an appointment, have the place of service be the default place of service I've selected in my organization settings.
3 votes -
Deductible ERA Functionality
As a biller, it would be more efficient if the 0.00 pays related to the deductible would automatically adjust the client amount due based on the information sent on the ERA.
3 votes -
Add date range to demographic snapshot report
Allow me to run the Demographic Snapshot report for a date range.
3 votes -
Client-level activity log
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
3 votes -
Print/export service types
Allow me to print or export a list of my organization's service types.
3 votes -
Show original reference number on rejected claim tab
When viewing the Rejected/Denied claim tab, allow me to view the original reference number.
3 votes
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