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AdminSarah M (Admin, theranest)

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35 results found

  1. Customize Superbill template

    27 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →

  2. Notify staff when they have been assigned a new client

    18 votes

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    9 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Send my staff members an alert if I assign them to a prospective client so they know to follow up with the client.

  3. View ERA payments by payer

    1 vote

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    I would like the ability to see the ERAs by the payers and their check total.

    AdminSarah M (Admin, theranest) shared this idea  · 

  4. Back up TheraNest to Google Drive

    1 vote

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to backup client information and documents to my Google Drive.

    AdminSarah M (Admin, theranest) shared this idea  · 

  5. Report on clients without an upcoming appointment

    7 votes

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    4 comments  ·  TheraNest App » Reporting  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    The ability to run a report that shows active clients that have not been seen in a certain timeframe (e.g., 90 days) so clinicians know when they need to follow up and/or discharge those that stop coming.

  6. Specify who gets notified of completed intake forms

    27 votes

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    6 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    As an admin, allow me to receive a notification of a client completes an intake form on the client portal.

    AdminSarah M (Admin, theranest) shared this idea  · 

  7. Archive secure messages

    2 votes

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    3 comments  ·  TheraNest Client Portal » Messaging  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to archive secure messages. I want to save them but also don't want them showing in my inbox.

    AdminSarah M (Admin, theranest) shared this idea  · 

  8. Edit/delete multiple appointments

    32 votes

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    7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to bulk edit other appointment details rather than just the location. I may need to edit more than one appointment for a client and change a different detail about the appointment.

  9. Send intake forms automatically at a given cadence

    6 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    I want certain intake forms to be sent automatically to the client at specific times during treatment. For example, I may have a form I want them to complete after every session and another form every month. It would be easier if this was automated, so I don't have to do it manually for each client.

    AdminSarah M (Admin, theranest) shared this idea  · 

  10. Add client name to progress note review alert

    2 votes

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    3 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    As a supervisee, when I get an alert that my supervisor has signed a case note, include the client name in the alert so when I go back to my alerts I know which one I've already viewed.

    AdminSarah M (Admin, theranest) shared this idea  · 

  11. Create service types per provider

    7 votes

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    4 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to assign service types to staff members.

    AdminSarah M (Admin, theranest) shared this idea  · 

  12. Set default place of service per insurance payer

    5 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to set the default telehealth place of service for each payer.

  13. Remove service type from synced calendars

    4 votes

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    2 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to not display the service type in my Google Calendar when syncing with TheraNest.

  14. Book with more than one provider on the client portal

    1 vote

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    2 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow my clients to request an appointment on the client portal with more than one provider because we conduct co-therapy sessions at my practice.

    AdminSarah M (Admin, theranest) shared this idea  · 

  15. Add payers to the detailed attendance report

    17 votes

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    8 comments  ·  TheraNest App » Reporting  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to include the payer in the detailed attendance report.

    AdminSarah M (Admin, theranest) shared this idea  · 

  16. Patient collections

    7 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Have TheraNest contract with or integrate with a debt collection agency that I can use with my clients who have unpaid balances.

  17. Allow therapists to set self-scheduling preferences

    20 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to turn off self-scheduling on the portal for some clients.

  18. Select staff when creating new invoices under batch invoicing

    3 votes

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    5 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    When creating new statements or processing existing statements under batch statements, allow me to select multiple staff members to create invoices for. Right now I can only select one or all.

    An error occurred while saving the comment
    AdminSarah M (Admin, theranest) commented  · 

    When creating new invoices under batch invoicing, allow me to select multiple staff members to create invoices for. Right now I can only select one or all.

    AdminSarah M (Admin, theranest) shared this idea  · 

  19. Populate box 24H on the CMS form

    21 votes

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    12 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    Allow me to indicate that a client has the Early and Periodic Screening, Diagnostic, and Treatment benefit as part of their health plan and populate the appropriate box on the claim form.

    AdminSarah M (Admin, theranest) shared this idea  · 

  20. Only allow client portal account creation through invitation

    47 votes

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    16 comments  ·  TheraNest Client Portal » Client Account Management  ·  Admin →
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    AdminSarah M (Admin, theranest) commented  · 

    If I send a client the link to login to the portal, it allows them to also sign up and create an account which causes duplicate accounts in our system. Don't allow account creation through the login link, allow account creation through the new invitation link.

    AdminSarah M (Admin, theranest) shared this idea  · 
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