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TheraNest App

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1564 results found

  1. Save portal invitations and new form messages to the contact log

    When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.

    3 votes

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  2. Set order of CPT codes on claims

    Allow me to set the order for how the CPT codes should be displayed on claims.

    3 votes

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  3. View claim number in claim tabs (non-Apex)

    As someone who doesn't submit claims through Apex, allow me to customize the claim tabs so that I can view the claim number.

    3 votes

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  4. Notify contact network of appointment changes

    If I change or cancel a client's appointment, send a notification to the client's contacts in their contact network.

    3 votes

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  5. Indicate payment status on appointment

    When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).

    3 votes

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  6. View when credit cards were updated

    When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.

    3 votes

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  7. Alert me when a credit card is declined

    Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.

    3 votes

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  8. Report on un-collected co-pays

    Allow me to run a report that shows any co-pays that haven't been collected.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  9. Notify other staff of new appointments

    Allow me to specify other staff that should be alerted when a client schedules a new appointment. Our front office staff has things they need to accomplish when a new appointment is scheduled so they need to be notified.

    3 votes

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  10. Allow double-booking for events but not appointments

    Allow non-client events to be double booked on my calendar but not client events.

    3 votes

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  11. Add copy from last session in group notes

    When I'm completing a group note, allow me to copy the group note from the previous session.

    3 votes

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  12. Autofill forward slash when entering birth date

    When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.

    3 votes

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  13. Add client to a "kept" group appointment

    Allow me to add a client to a group appointment after the appointment has already been changed to "Kept" so they can be included in the group note.

    3 votes

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  14. Default group case service type when creating appointment

    When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.

    3 votes

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  15. Move active clients to prospective clients list

    Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.

    3 votes

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  16. Disable gender identify fields

    Allow me to disable the Gender Identity, Pronouns, and Sexual Orientation fields in TheraNest.

    3 votes

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  17. Make Provider Name a Dynamic Form Element

    It would be really helpful to be able to pull in a Dynamic Element that is the Provider's name into forms.

    3 votes

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  18. Set default place of service for staff

    Allow me to set a default place of service for each staff member. We have some staff members that exclusively provide home visits and it would be nice for them not to have to change it every time.

    3 votes

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  19. Make it optional to freeze the calendar header

    Allow me the option to freeze the calendar header (filters, days of the week, etc.) because sometimes I may want to see more of my calendar.

    3 votes

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  20. Increase character limit of statement footnote

    Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.

    3 votes

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