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TheraNest App

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1564 results found

  1. Download list of invoices from Process Existing Invoices tab in Batch Invoicing

    It would be nice to have the option to download the list of existing invoices in a CSV, specifically from the Process Existing Invoices tab under Batch Invoicing.

    2 votes

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  2. Create graph for closing disposition of the closed Cases report

    Allow me to create a graph of the closing disposition from the Closed Cases report so I can see percentages for the reason why clients have left the practice without having to calculate this manually.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  3. Edit multiple clients at once

    Allow me to edit some of the fields found in the client's details for multiple clients at once.

    2 votes

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  4. Add the Interpersonal Inventory as an intake form

    Add Interpersonal Inventory as an intake form so I don't have to recreate it in TheraNest.

    2 votes

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  5. Add the Life Events Checklist as an intake form

    Add the Life Events Checklist as an intake form so I don't have to recreate it in TheraNest.

    2 votes

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  6. Create folders for secure messages

    Allow me to move secure messages in different folders so I can organize my messages.

    2 votes

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  7. More in-app links to knowledge base articles

    Provide more contextual help when using TheraNest such as links to knowledge base articles or training videos.

    2 votes

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  8. Indicate if clients are out of network

    Allow me to indicate if the client is in-network, out-of-network, or paying out of pocket.

    2 votes

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  9. Show client flags on printed Agenda

    Allow me to see the client's flags when I print the Agenda.

    2 votes

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  10. Add count to service types to the Service Billing report

    When running the Service Billing report, show me how many times that service type was billed out during the date range I selected.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  11. Select payer when creating the claim

    Have a drop down option to select which insurance to use at the time of billing. For instances where claims need to be billed to different payers for different services.

    2 votes

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  12. Notification for client texts

    Notify me when a client responds to a text I send.

    2 votes

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  13. Send a copy of a client's statement to other staff members

    When sending a statement to a client, allow me to send a copy to any staff member that's assigned to the client.

    2 votes

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  14. Mark treatment plans as complete

    Allow me to mark a treatment plan as complete so all the current goals get updated to "complete" and aren't pulled into the next treatment plan or progress notes.

    2 votes

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  15. Add date range to the CSV and PDF of the payroll reports

    Include the transaction date range on the CSV and PFD of the Payroll Data Export and Payroll by Rendering Provider report.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  16. Include payer fee schedule in reports

    Allow me to include the contracted rates for a payer in the billing reports.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  17. Remove signatures from contact log notes

    Create a permission that will allow a staff member to remove their signature from a contact log entry.

    2 votes

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  18. Filter Progress Note Signature Report by documents with no signatures

    Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  19. Create an EMDR Processor Assessment as a standard note template

    My counselors use EMDR in our practice and it would benefit us if Theranest provided an EMDR Processor Assessment form as option in Notes. I've attached the blank form below. I know Simple Practice EHR offers it.

    2 votes

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  20. Permission for scheduling appointments

    Create a separate permission to allow a staff member to schedule appointments.

    2 votes

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