TheraNest Ideas Portal
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TheraNest App

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Resend Intake Forms/Custom Forms multiple times throughout treatment through Client Portal

It would be really nice and convenient if we had an option to send custom forms we create directly to clients which require it. There are certain forms that just wouldn't make sense for me to add to the intake without making it too long or irrelev...
Guest over 6 years ago in Notes & Cases 8 Completed

Add link to client portal in client invoice/superbill/statement emails

When I client gets emailed an invoice it would be VERY helpful if they could click a link to portal to make payment. Within the emailed invoice it could read: "Please make payment by logging into your account at www.xxxxxxx.com or, call office to ...
Guest over 7 years ago in Billing & Payments 20 Completed

Add field for treatment progress to progress notes

On the progress note, add a field for Progress that allows me to indicate if the client is or is not making progress.
Guest almost 6 years ago in Notes & Cases 6 Completed

Set calendar time zone

Allow staff members to set their time zone preferences for their calendar. We have staff members that operate under a different time zone than the organization.
Guest about 5 years ago in Calendar & Scheduling 8 Completed

Add treatment plans and assessments to notes awaiting signature

Add treatment plans and initial assessments to the new Notes Awaiting Signature feature.
Guest almost 2 years ago in Notes & Cases 6 Completed

Display CPT modifiers on superbills, statements and invoices

Currently a service code that has a modifier shows up on the invoice screen without the modifier. Only the actual service code is in the "blue" description field. We need to see the modifier on that screen when it exists.
Guest almost 6 years ago in Billing & Payments 9 Completed

Add columns for Client Balance and Insurance Balance to Client List

On the Clients list, in the balance due column, I'd love to see the insurance due and client due in different colors along with the total. My favorite update you did recently was adding the DOB and insurance info on the left under client name. TH...
Guest about 5 years ago in Clients & Groups 5 Completed

Assign staff members to prospective clients

When adding a client to the prospective clients list, allow me to assign a staff member.
Guest over 3 years ago in Clients & Groups 1 Completed

Save drafts of progress notes before forwarding for supervisor approval

When I save a progress note it gets sent to my supervisor for approval. Allow me to save a draft of the note so that I can continue editing it before it gets sent to my supervisor.
Guest over 6 years ago in Notes & Cases 14 Completed

Enter custom entry when "Other" is selected in "Race" field

Allow users to enter custom entry when "Other" is selected in "Race" dropdown. This will allow providers to more accurately define their clients' identities.
Guest over 6 years ago in Clients & Groups 2 Completed