Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Michele Reyes

← Customer Feedback for TheraNest

My feedback

45 results found

  1. Report on set payment amount

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Michele Reyes commented  · 

    To have a report showing the "Set Payment Amount" to have a better picture for Client management purposes.

  2. Report on billing transactions per client

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Michele Reyes commented  · 

    it would be great to be able to export Appointment and Payment History on a CSV file.

  3. Add or remove archived clients in reports

    68 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Michele Reyes supported this idea  · 
    An error occurred while saving the comment
    Michele Reyes commented  · 

    I'm trying to run a demographics report as we are a nonprofit and I need to report the figures to our funders. Unfortunately, the current demographics snapshots do not account for archived clients. When we try to export the data, certain components are missing including sexual orientation, gender identity, etc.

  4. Add confirmed status for appointments

    77 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    22 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Michele Reyes shared this idea  · 

  5. Report on clients without an upcoming appointment

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Michele Reyes commented  · 

    add last scheduled appointment in export data file

    Michele Reyes supported this idea  · 
    An error occurred while saving the comment
    Michele Reyes commented  · 

    report that tells us clients that haven't had an appointment in 60 days or during a custom range

  6. Implement client survey tool to capture feedback

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    An error occurred while saving the comment
    Michele Reyes commented  · 

    adding a reputation management system to our EHR to allow for seamless review solicitations

  7. Customize Grid option to ledger

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Michele Reyes supported this idea  · 

  8. Two factor authentication at login

    113 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Started  ·  39 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    An error occurred while saving the comment
    Michele Reyes commented  · 

    Hi, how are we able to set up multifactor authentication for our account?

  9. View staff availability/unavailability for more than a day

    67 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    30 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Michele Reyes commented  · 

    It would be great if the calendar preferences shown on the staff calendar view also reflected in the week, day and month view

  10. Client notes, assessments, documents available through the portal

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    7 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    An error occurred while saving the comment
    Michele Reyes commented  · 

    Cures act for prescribing physicians, is Theranest going to do something about it so the notes can be shared with the clients automatically?

  11. Customize default message when sharing forms

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Michele Reyes supported this idea  · 

  12. Remove demographic fields in TheraNest & Client Portal

    93 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    22 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Michele Reyes commented  · 

    To be able to edit the displayed options under Demographics in the Client Portal

  13. Alert me when a duplicate client is created

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Michele Reyes shared this idea  · 

  14. Notification for double-booking

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Michele Reyes supported this idea  · 

  15. Subscribe therapists to either individual or group telehealth

    47 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Michele Reyes supported this idea  · 

  16. Allow for multiple intake dates

    38 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Michele Reyes supported this idea  · 

  17. Include diagnosis codes in reports

    35 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    13 comments  ·  TheraNest App » Reporting  ·  Admin →
    Michele Reyes supported this idea  · 

  18. Apex login credentials

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Michele Reyes shared this idea  · 

  19. Statements not showing Invoice or Statement numbers

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Michele Reyes shared this idea  · 

  20. Filter fully paid and in progress claims out of batch processing

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Michele Reyes supported this idea  · 
    An error occurred while saving the comment
    Michele Reyes commented  · 

    the Process Existing Invoices tab still has loads of invoices whose status is In Progress. Can we have them in a different tab or not showing with the already processed ones?

2

Feedback and Knowledge Base

(thinking…)