TheraNest App

Showing 1805 of 1967

77 VOTE

Automatically apply ERA check number to payment number on invoice

Please add check number of the insurance payment when processing the ERAs on my behalf.

Guest almost 8 years ago in Billing & Payments 9 Future consideration

16 VOTE

Add CC fees to the Daily Billing report

Show the credit card fees in the Daily Billing report.

Guest over 1 year ago in Reporting 3 Future consideration

2 VOTE

Add staff filter to the Staff Billing report

If Theranest can add an appointment staff filter to the Staff Billing Report, this would help tremendously. We have Interns and Residents who bill under licensed staff members for insurance so it would make this easier viewing their sessions all i...

Guest 2 months ago in Reporting 0 Future consideration

5 VOTE

Show less information on the appointment block

When viewing the calendar, show less information on the appointment block. It's overwhelming to see and I can go to the Agenda to see those details.

Guest 6 months ago in Calendar & Scheduling 9 Future consideration

88 VOTE

Add standardized diagnostic screening tools

Adding screening tools such as PHQ-9, GAD-7, Kessler-10, The Duke, would help track a clients progress in treatment. As well as support Diagnosis

Guest almost 9 years ago in Notes & Cases 11 Future consideration

23 VOTE

Have the DBA be client-facing

With the new DBA field, make the name entered in that field the one that clients see because that's what they know my business as.

Guest over 2 years ago in Practice Management & Administration 13 Future consideration

2 VOTE

Hide/Show Balance Due fields when printing Client Demographics

When printing the Client Demographics page, add a new option to hide or show the Balance Due fields. Adding this option would streamline the process of printing this page when using the printed Client Demographics for referrals.

Guest 3 months ago in Clients & Groups 0 Future consideration

37 VOTE

Email payment receipts

After I process a client's payment, allow me to email them a copy of their receipt.

Guest almost 4 years ago in Billing & Payments 5 Future consideration

35 VOTE

View when invoices, superbills, and statements were sent from client ledger

Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.

Guest over 3 years ago in Clients & Groups 17 Future consideration

37 VOTE

Organize dynamic forms & intake forms into folders

Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new client...

Guest almost 4 years ago in Clients & Groups / Dynamic Forms 8 Future consideration

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