Skip to content

Have an idea?

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

Katie Vail

← Customer Feedback for TheraNest

My feedback

41 results found

  1. Separate calendar preference for showing client initials in calendar and alerts

    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

    6 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →

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

    119 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

    18 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Katie Vail supported this idea  · 

  3. Add Client ID to all reports

    66 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 » Reporting  ·  Admin →
    Katie Vail supported this idea  · 

  4. Report on missing forms

    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 » Reporting  ·  Admin →
    Katie Vail shared this idea  · 

  5. Add Client 'Bill To' information to Export

    1 vote

    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 » Reporting  ·  Admin →
    Katie Vail shared this idea  · 

  6. Add rendering provider and filter to the Invoice Aging report

    89 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 » Reporting  ·  Admin →
    Katie Vail supported this idea  · 

  7. Send appointment reminders to multiple contacts

    385 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

    Under review  ·  55 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Katie Vail supported this idea  · 

  8. Add spellcheck

    53 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

    9 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Katie Vail supported this idea  · 

  9. Add adjusted contract rate in ledger

    75 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 » Billing & Payments  ·  Admin →
    Katie Vail supported this idea  · 

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

    139 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

    17 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Katie Vail supported this idea  · 

  11. Client Portal Indicator During Batch Statements

    1 vote

    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 →
    Katie Vail shared this idea  · 

  12. Include Batch invoices and statements in Activity Log

    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

    1 comment  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Katie Vail supported this idea  · 

  13. Add "Customize Grid" section to Batch Statements

    3 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 →
    Katie Vail supported this idea  · 

  14. Separate client amount due and insurance amount due when viewing ledger grid

    55 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 →
    Katie Vail supported this idea  · 

  15. View claim history from ledger

    13 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 » Billing & Payments  ·  Admin →
    Katie Vail shared this idea  · 

  16. Display last used options for "Hide a Suggestion" feature

    1 vote

    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 →
    Katie Vail shared this idea  · 

  17. Be able to specify one email address that Theranest correspondence comes from

    27 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 » Messaging & Notifications  ·  Admin →
    Katie Vail supported this idea  · 

  18. Update services from ERA adjustment

    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

    1 comment  ·  TheraNest App » Billing & Payments  ·  Admin →
    An error occurred while saving the comment
    Katie Vail commented  · 

    Could the 'Client Amount Due' (attached) pull from the 'Invoice Adjustment' (attached) after the ERA has been processed?

    I'm having to copy/paste the patient responsibility for most no payment and partial payments.

    I'm finding that this 'Claims Amount Due' is actually pulled from the Co-Pay amount that is entered in the insurance information. This is not always the case.

    Katie Vail supported this idea  · 

  19. Write off contractual obligation

    5 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 →
    Katie Vail shared this idea  · 

  20. Mark multiple invoice adjustments paid and enter automatic write-offs at the same time.

    20 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 » Billing & Payments  ·  Admin →
    Katie Vail supported this idea  · 
2

Feedback and Knowledge Base

(thinking…)