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 referral source to Session Units report
When running the Session Units report, allow me to view the referral source of the client(s).
2 votes -
Allow admin control of only showing client initials in synced calendars
As an admin, allow me to set the preference for having only client initials show in calendars and email alerts for all my staff rather than having them control this setting individually.
2 votes -
Restrict staff from editing the service type filter on the calendar
Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.
2 votes -
Access 1099 form in TheraNest
Allow me to access my 1099 form right within my TheraNest account.
2 votes -
Add service type to credit card charges report
When running the credit card charges report, allow me to see what service type that charge was linked to.
2 votes -
Add address to prospective clients list
When adding a prospective client allow me to input their address.
2 votes -
Add referrer to clients list
When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.
2 votes -
Don't create claims for non-cpt services
If I've added a non-CPT service to a client's invoice, don't create a claim for that service.
2 votes -
Report on invoice notes
Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).
2 votes -
Keep Signature History in Progress Notes
I sometimes have to unsign progress notes in order to change the service location for secondary claims or re-submitting claims. When our therapists re-sign the notes it appears that they signed the note days, weeks, or even months after the appointment which causes them concerns about liability or audit issues. Why doesn't the note capture all signature activity history? Seems to me that when a note is unsigned a comment should be available to add to the date of unsigning and captured for the note history as well as the re-signing date. All historic activity and dates would then display…
2 votes -
Save payroll by rendering provider report to staff documents
When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.
2 votes -
Don't refresh the invoice page after saving
When I save the invoice, don't refresh the page because the refresh takes too long and interrupts my work.
2 votes -
View statement headings on all pages
When I'm viewing a client's statement as a PDF, have the column headings show on each page.
2 votes -
Select payer when processing existing invoices in batch invoicing
When I process existing invoices in batch invoicing, allow me to select which payer to add the claim to.
2 votes -
Add "Fully Paid" indicator group invoices on agenda
If all the clients in a group appointment have a fully paid invoice, then add the "fully paid" indicator on the agenda, the same one that appears for individual appointments.
2 votes -
Change client pronouns in activity log
When a client makes a change on their client portal, the activity log entries default to the male pronouns. Have the pronouns default to the pronouns the client identifies with.
2 votes -
Send email confirmation when appointment created without enabling client portal
Allow me to enable a setting that sends my clients a confirmation when an appointment is created without having to enable the client portal.
2 votes -
Add COVID vaccination status in the patient's chart
In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.
2 votes -
Change suicide verbiage on informed consent intake form
Change the verbiage about suicide on the Informed Consent intake form. "Committed suicide" should be replaced with something like "died by suicide" or "completed suicide".
2 votes -
Change how data is displayed in staff billing report CSV
When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
2 votes
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