TheraNest App

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Display assigned staff member(s) & clients not assigned to staff in client list

Update client list to show any staff members assigned to that client with the ability to filter each staff member.

Guest about 10 years ago in Clients & Groups 6 Completed

Select "sex" when adding insurance to a new client

Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal se...

Guest 10 months ago in Clients & Groups 0 Completed

16 VOTE

Display cancel/reschedule indicators in Month view of calendar

display a cancel and reschedule icon to all calendar settings, daily, weekly monthly etc...

Guest over 6 years ago in Calendar & Scheduling 5 Completed

11 VOTE

Auto add secondary claim when ERA is processed

Automatically add the secondary claim when I process a client's ERA from their primary payer.

Guest over 4 years ago in Billing & Payments 6 Completed

13 VOTE

Add option to load all appointments since intake date on client appointment history page

I want to quickly see all appointments from client history so that I do not have to manually search for most-past and most-future appointments. Otherwise this can be a time-consuming task.

Guest over 5 years ago in Clients & Groups 1 Completed

6 VOTE

Have "group all appointments onto single claim" checked by default

When creating invoices, have the "group all appointments onto a single claim" checked by default so I don't have to check it every time.

Guest over 2 years ago in Billing & Payments 5 Completed

4 VOTE

Add AUDIT as an intake form

Have TheraNest add the AUDIT to the list of intake forms so that I don't have to create it myself.

Guest over 1 year ago in Practice Management & Administration 1 Completed

11 VOTE

Adding Group Activity to Activity Log

Add the following activities to the Activity Log: - Client added to group - Client removed from group - Group created - Group archived

Guest over 4 years ago in Clients & Groups 0 Completed

9 VOTE

Make it easier for supervisor to go back to the list of notes needing to be signed

When multiple notes need to be signed for different supervisees, make an easier way to navigate back to the list of notes needing to be signed.

Guest almost 4 years ago in Notes & Cases 2 Completed

12 VOTE

Indicate Default Rendering Provider in Client Profile

I need to be able to indicate which staff member is assigned as the rendering provider for each client.

Guest over 5 years ago in Clients & Groups 1 Completed

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