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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Add permission for deleting files
Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.
2 votes -
Print practice chat messages
Allow me to print conversations I have with staff using the practice chat.
2 votes -
Add payment number to payment methods report
Allow me to see the payment number when running the payment methods report.
2 votes -
Group appointments onto single claim from batch invoicing
Allow me to group a client's appointments onto a single claim from batch invoicing so I don't have to go to the individual invoice to make this selection.
2 votes -
Add client name to progress note review alert
As a supervisor or supervisee, when I get an alert to about a progress note display the client's name so that when I come back to my alerts I can see which ones I've already done.
2 votes -
Report on/audit general and clinical documents
Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a release, cc auth, etc.).
2 votes -
Add time filter to the calendar
Add a time filter to the calendar so I can hone in on a specific part of the day.
2 votes -
Return to agenda after signing progress note
If I start a progress note from the agenda, then after I sign it have TheraNest return me to the agenda.
2 votes -
Make reports run faster
Make the reports run faster because sometimes it takes several minutes to pull a report in TheraNest.
2 votes -
Display "Secure Message" when printing message
When I print a secure message, show the words "Secure Message" on the PDF so I know where it came from.
2 votes -
Create custom forms for each client
Allow me to create a custom form for a specific client that I can send to the portal. I need to be able to enter specific text that's only for that client, but I don't want to clutter up the list of intake forms.
2 votes -
Show CC fees in payroll report
Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
2 votes -
Include secondary insurance in client import
When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.
2 votes -
Change credit card sum processing time
Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.
2 votes -
Create appointments prior to 2017
When creating an appointment on the calendar, allow me to choose a year prior to 2017 in the appointment dialog so I can add in historical data for patients. Changing the calendar is too tedious.
2 votes -
Alert staff when appointment is added to the calendar
Allow me to alert other staff members (besides just the provider) if an appointment is added to the calendar.
2 votes -
Export Dynamic Form data to Excel
Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.
2 votes -
Reset invoice numbers
Allow me to reset the invoice numbers or set the number from where invoices should start from.
2 votes -
Add staff member to grid in write-off report
When running the write-off report, allow me to view the staff member in the results grid.
2 votes -
Indicate which staff are currently logged in
Allow me to see which staff members are currently logged into our account without having to use the Practice Chat.
2 votes
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