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TheraNest App

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302 VOTE

Add log of when statements/invoices/superbills are emailed to clients

It would be great if there was a record on each client's ledger when the last statement or invoice was sent to them. We need to be able to track dates of when invoices/statements were sent to clients in order to give them a 2nd Notice or 3rd Notic...
Guest over 8 years ago in Billing & Payments 50 Completed
102 VOTE

Add template for Good Faith Estimate

Have TheraNest create a template for a Good Faith Estimate in Dynamic Forms.
Guest almost 3 years ago in Notes & Cases 17 Completed
287 VOTE

Report of clients by insurance payer

It would be great to be have a Client List per Insurance/Insurer as a quick reference to who has what insurance.
Guest over 8 years ago in Reporting 49 Completed

Update Wiley treatment planner and progress notes

Update the Wiley Treatment Planner and Progress Notes because some of the information seems outdated.
Guest almost 2 years ago in Notes & Cases 4 Completed
190 VOTE

See other staff's calendar availability without showing appointment details

Currently, every staff member can see all appointments assigned to other staff members EXCEPT when someone has Therapist level permissions and can only view assigned clients. As a clinician working in a group practice, it is very helpful to be abl...
Guest almost 7 years ago in Calendar & Scheduling 52 Completed
281 VOTE

Ability to reorder tabbed navigation items in client/group cases

It would be great if we had more control over the order the tabbed navigation items, so that we could adjust how they appear under the client “notes” section in logical order or to make them consistent with our chart order.
Guest over 10 years ago in Notes & Cases 44 Completed
113 VOTE

Multiple available times in a day

When setting my calendar availability, allow me to enter multiple time frames in a single day, such as Mondays from 8-11 AM and from 3-6 PM.
Guest over 4 years ago in Calendar & Scheduling 38 Completed
243 VOTE

Integrate Quickbooks with Theranest (or other accounting software)

We need a way to let our CPA keep our numbers in check without compromising patient data. It would be nice to have everything in one place without having to enter everything in Theranest as well as enter it into Quickbooks a second time for book k...
Guest almost 10 years ago in Billing & Payments 35 Completed
186 VOTE

Alert staff via text when a client replies to text message reminder

I want to be instantly notified how my clients respond to appointment reminders. It's useful for me to know whether the appointment has been confirmed, cancelled or if my client has responded with any other reply in cases of distress.
Guest over 7 years ago in Calendar & Scheduling 66 Completed
171 VOTE

Improve usability and customization of Client Statements

The statement needs a total makeover. Some suggestions: - Make balance due clearer to clients. Having 4 different totals at the bottom is confusing. Only need an outstanding patient responsibility total and an insurance total. The combination tot...
Guest over 7 years ago in Billing & Payments 78 Completed