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Heather Workman

← Customer Feedback for TheraNest

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15 results found

  1. Report on missing, expiring, and unsigned treatment plans

    286 votes

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    74 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Heather Workman commented  · 

    It would be nice to be able to run reports for clients that are missing assessments and treatment plans. Our assessment is not the "initial assessment" but one that we created through dynamic forms. It would be nice to have custom reports with filters to be able to make sure each client has all their required documents.

    Heather Workman supported this idea  · 

  2. Insurance Refund and Bulk Insurance Payment Posting

    14 votes

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    3 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Heather Workman supported this idea  · 

  3. Add ability to reactivate inactive insurance

    72 votes

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    23 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Heather Workman supported this idea  · 

  4. Add termination date to client's details

    6 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
    Heather Workman supported this idea  · 

  5. Customize options in payment methods drop-down

    74 votes

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    20 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Heather Workman supported this idea  · 

  6. 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 →
    Heather Workman supported this idea  · 

  7. Mark claims "paid" on the client Ledger

    188 votes

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    22 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Heather Workman supported this idea  · 

  8. Refund or negative payment options

    242 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Heather Workman supported this idea  · 

  9. Add Authorization number to individual claims or denials

    17 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Heather Workman supported this idea  · 

  10. Allow admins to have supervisors

    42 votes

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    9 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Heather Workman commented  · 

    Administrative account being able to have supervisor sign notes

    Heather Workman supported this idea  · 

  11. More granular permission levels

    222 votes

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    61 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Heather Workman supported this idea  · 

  12. Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

    195 votes

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    52 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Heather Workman commented  · 

    Need to be able to edit progress notes and treatment plan fields

    Heather Workman supported this idea  · 

  13. treatment plans should link w/ notes based on dates

    4 votes

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    0 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Heather Workman supported this idea  · 

  14. Edit treatment plans after they've been signed

    28 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Heather Workman supported this idea  · 

  15. Customize treatment plan templates

    140 votes

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    30 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Heather Workman supported this idea  · 

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