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Administrative Team

← Customer Feedback for TheraNest

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7 results found

  1. Show progress note status on detailed attendance report

    7 votes

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    4 comments  ·  TheraNest App » Reporting  ·  Admin →
    Administrative Team supported this idea  · 

  2. Display client credit on clients list

    60 votes

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    23 comments  ·  TheraNest App » Clients & Groups  ·  Admin →

  3. Allow clients to pre-pay for sessions on the client portal

    11 votes

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    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →

  4. Create {{Location Name}} placeholder for appointment reminders

    29 votes

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    4 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    An error occurred while saving the comment
    Administrative Team commented  · 

    Now that we are shifting most clients to telehealth and some are remaining in office, the clients are really confused when they get an appt reminder. Would seem like an easy programming task. Hope they can do it very soon

    Administrative Team supported this idea  · 

  5. Create custom reports

    251 votes

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    47 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    Administrative Team commented  · 

    Add current copay and balance due in export data spreadsheet

    An error occurred while saving the comment
    Administrative Team commented  · 

    Or alternatively, you could just add "apply & Save Filters" like on the calendar to all pages in Theranest (clients page, all reports in reports section)

    Administrative Team supported this idea  · 
    An error occurred while saving the comment
    Administrative Team commented  · 

    Would be great to have a report section with saved customized reports For example,
    - Detailed Attendance (last 90 days, attendance status: kept, Billing Status: not billed only, show all, sorted by date/time, sorted by Staff Member.
    - Invoice Aging (31 to greater than 120 days)
    - Staff Billing (current month or last month)
    - Payment Methods (last 365 days, credit/debit card

  6. Include Insurance company phone number on Insurance tab

    55 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Administrative Team supported this idea  · 

  7. Require a completed progress note to submit claims

    47 votes

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    19 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Administrative Team commented  · 

    have the option to prevent invoice from being submitted without matching progress note

    Administrative Team supported this idea  · 

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