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TheraNest App

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1564 results found

  1. Highlighting text in notes

    Add functionality that allows Users to highlight certain words with Notes for emphasis and as a reminder to discuss a point with a client.

    1 vote

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  2. Click and drag to re-order default intake forms

    Allow me to click and drag to re-order my default intake forms. It's hard to use the arrows.

    1 vote

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  3. Run a daily billing report without invoices

    I need to be able to run a report to include Date of Service, Client Name, Rendering Provider, CPT Code, Insurance and Co-pay.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  4. Make it possible for there to be sub clients.

    It would be so helpful to be able to send one invoice for multiple clients. I have one facility that I bill for 6 different clients and I have to treat them all as individual clients. It would be ideal to have them all bundled together for billing and invoices.

    1 vote

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  5. Automate invoices based on start date

    We just started the automated invoiceing, so far we like it, but we would really like to set a start date. So we started doing our billing in house on April 1st, We would like to set it as that, so if I delete an invoice from a ledger, it doesn't go back and try and pick it up to bill out again!

    Thanks!

    1 vote

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  6. Allow pre-included interventions to be deleted

    There are several interventions, such as "weight control/loss," that we don't use, but can't be deleted. They make it more difficult to find the interventions that we've added and use frequently.

    1 vote

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  7. supervision

    Please make all documentation part of the supervision review process, i.e., add send for review and add to the review queue. It's unnecessarily time-consuming to try to sort through which clients have assessments, treatment plans, etc. ready for review and signature.

    Additionally, it would be great to be able to "send" the notes back to trainees for review when there's feedback with needed edits.

    Thanks!

    1 vote

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  8. Import Clients Default Location and Provider

    Please add a field that automatically includes the client's default location and assigned provider during import of client lists.

    1 vote

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  9. Allow submissions to secondary payers as a stand alone submission

    I am proposing that if a primary insurance claim is filed in the primary insurance website, that Theranest have the ability to submit that secondary insurance claim via Theranest. As I understand it, currently, if you file the primary insurance claim outside of Theranest, the only way to submit to the secondary insurance is to print a paper claim and mail it to the secondary insurance. I would like to be able to make the adjustments and choose the insurance to send it to (in this case, the secondary insurance).

    1 vote

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  10. Create multi-select dropdown form element that only displays selected responses

    Allow me to insert a multi-select dropdown form element where a client can select more than one response, but only their selected responses are displayed on the form.

    1 vote

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  11. Clear or Hide Batch Payment Errors

    When processing Batch Payments, add the ability to clear or hide batch payment errors that have been previously addressed by a User to accurately display the remaining errors.

    1 vote

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  12. Mark all ADLs and IADLs as independent

    When viewing a client's ADLs and IADLs, allow me to quickly mark all of them as "Independent".

    1 vote

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  13. Add appointment staff to claims awaiting submission

    Allow me to see the appointment staff from Claims Awaiting Submission so if I have a question about the DOS or need the progress note completed I know who to reach out to.

    1 vote

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  14. Send check-in message to clients prior to appointment

    Allow me to send a message to my clients 24-48 hours prior to their appointment asking them to check-in.

    1 vote

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  15. Carryover appointment note to rescheduled appointment

    When I reschedule an appointment have the appointment note carryover to the new appointment so I don't have to retype it.

    1 vote

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  16. Client Relationship Management tool

    Add CRM features, like marketing and automations, and pipelines to track prospective client leads.

    1 vote

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  17. Contact client directly from my mobile device

    If I'm using my mobile device to access TheraNest, have the relevant app pull up if I click the client's email address or phone number so I can contact them without having to copy and paste their information.

    1 vote

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  18. Add email address field for payers

    When managing my payers in TheraNest, allow me to add their email address in their contact information.

    1 vote

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  19. Discharge client from group

    It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.

    1 vote

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  20. Display times in military time

    Please allow the time to be changed to military time format instead of the AM/PM method.

    1 vote

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