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Patricia Duzey

← Customer Feedback for TheraNest

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12 results found

  1. Restrict scheduling for incomplete intake

    14 votes

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    7 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Patricia Duzey commented  · 

    I would like to have a default setting in TN that would not allow a new client to schedule appointments until all intake docs have been completed. Currently this can only be done on an individual basis.

    Patricia Duzey supported this idea  · 

  2. Include Insurance company phone number on Insurance tab

    55 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Patricia Duzey supported this idea  · 

  3. Ability to manually mark a claim as submitted

    79 votes

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    18 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Patricia Duzey supported this idea  · 
    An error occurred while saving the comment
    Patricia Duzey commented  · 

    Currently I have to submit claims to three separate portals outside of TN. I like the suggestion below to simply add a dropdown option "submitted manually" or such to update the invoice. This would reduce the amount of time I spent checking my notes to verify my actions taken.

  4. Send secure message/email to people outside organization

    82 votes

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    10 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Patricia Duzey supported this idea  · 

  5. Designate clients as private pay

    94 votes

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    9 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Patricia Duzey supported this idea  · 

  6. Assign supervisor per patient instead of staff member

    90 votes

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    18 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Patricia Duzey supported this idea  · 

  7. Ability to scan files directly into client's general or clinical documents

    119 votes

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    18 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Patricia Duzey supported this idea  · 

  8. Accept ACH payments from clients

    163 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Patricia Duzey supported this idea  · 

  9. Apply batch write-offs to remaining balances due across different client ledgers

    137 votes

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    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Patricia Duzey commented  · 

    We have 300 clients, which makes individual billing adjustments of any kind redundant and time-consuming. This feature would streamline the process. I would like the flexibility of selecting from a list, such as with batch payments.

  10. Report on clients with insurance

    7 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    Patricia Duzey supported this idea  · 
    An error occurred while saving the comment
    Patricia Duzey commented  · 

    Allow me to run a report that displays all the copays setup in the Bill To Insurance details for each client.

  11. In Progress Invoices to have their own tab

    5 votes

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

  12. Require diagnosis on Initial Assessment

    14 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Patricia Duzey commented  · 

    With more than a dozen therapists in this practice, it is redundant and time-consuming to send individual messages to each therapist when a claim is missing diagnostic codes. If I had a report that would break down claims by error, I could more easily communicate these errors to each therapist.

    Patricia Duzey supported this idea  · 

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