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TheraNest App

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1564 results found

  1. Allow billers to void & refund payments

    Allow users with billing level permissions to void, refund, or delete payments.

    2 votes

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  2. Add service type to submitted claims report

    When running the Submitted Claims report, allow me to include the service type/CPT code.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  3. Make marital status a free-text field

    When we enter the client's marital status or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

    2 votes

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  4. Add client initials to treatment plan review email reminders

    When I get an email for a treatment plan review, include the client's initials so I know what client to look for when I login.

    2 votes

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  5. Set supervisor requirements per payer

    Allow me to select what level of supervisory review a staff member may need based on the payer. For example, our supervisors only need to cosign all Medicaid documentation.

    2 votes

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  6. Don't send cancellation email if appointment has passed

    Sometimes an appointment may be cancelled verbally with a client, but I don't have a chance to update it in the system until the next day or two days later. When clients get the cancellation email, they get confused because they think it's for a future session (even though the appointment date is included).

    2 votes

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  7. Acknowledge each practice chat message

    If we have a conversation thread in practice chat, each message gets marked (or checked) when I view it, even if I've really only viewed the most recent one and not the prior messages. Have it so we have to acknowledge each message individually so the sender knows if the message has been read or not.

    2 votes

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  8. Don't collect copays for certain CPT codes

    There are certain CPT codes we don't collect a copay for (e.g., EAP benefits). Have a way for TheraNest to remind me or prevent me (and my staff) for collecting a copay if the client has an appointment with a specific CPT code.

    2 votes

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  9. Add practice name to all email notifications I receive from TheraNest

    We have multiple TheraNest accounts and with some email notifications I receive (e.g. new practice chat messages, support messages) it doesn't specify which of my TheraNest accounts it applies to, so I have to log into each account just to find it.

    2 votes

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  10. Display more future appointments in calendar sync

    When I sync my TheraNest calendar to Google, show more appointments than just 60 days into the future.

    2 votes

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  11. Permission to view only prospective clients list

    Make a permission so we can have staff members only view the prospective clients list without managing it.

    2 votes

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  12. Add type of therapy to prospective clients list

    When adding a client to the prospective clients list, allow me to indicate what type of therapy they are seeking (e.g., individual, group, family, etc.).

    2 votes

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  13. Create next appointment when filling out progress note

    When completing a progress note, have a field for "next appointment" and allow me to pick a date. Once the note is signed, have the appointment automatically created.

    2 votes

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  14. Add and report on drive time

    Allow me to block off drive time on my calendar or enter drive time on an appointment and allow me to report on how many hours of drive time I have for a certain time period.

    2 votes

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  15. Allow special characters on staff and client names

    Allow me to add special characters to staff or client names.

    2 votes

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  16. Send text message to multiple clients

    Allow me to send a text message to multiple clients like I can with portal messages.

    2 votes

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  17. 2 votes

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  18. Add reminder log to default permissions

    As an admin, allow me to give my front desk staff access to a client's reminder log.

    2 votes

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  19. Add filters to Detailed Client report

    When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  20. Add service type filter to missing progress notes report

    When I run the missing progress notes report, allow me to filter the results to only include certain service types.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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