Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1653

254 VOTE

Refund or negative payment options

I've found it difficult and messy to try to track or even enter any situations in which client or insurance has overpaid and I need to issue a refund. I would like to accurately enter the amount which insurance has paid, even if it is over the rem...

Guest about 9 years ago in Billing & Payments 50 Future consideration

12 VOTE

Add Zip Code to the Demographics Analytics Report

Add the Client's zip code to the Demographics Analytics Report so we can identify where our client base lives. This will help us better understand our target audience.

Guest 5 months ago in Clients & Groups / Reporting 0 Future consideration

224 VOTE

Schedule recurring/automatic payments

For clients that are on payment plans, allow me to set up a scheduled one-time or recurring payments for a set amount.

Guest over 8 years ago in Billing & Payments 54 Future consideration

205 VOTE

Mark claims "paid" on the client Ledger

When insurance payment is entered manually and the claim is marked "paid" on the submitted claims page, it would be beneficial for the "paid" status to show on the client's Open Invoices page. Right now it says "submitted" on the client page even ...

Guest over 7 years ago in Billing & Payments 22 Future consideration

2 VOTE

Save Copy of Submitted Claims

For each claim submitted, it would be nice to have a saved copy of the EDI file/corresponding CMS-1500 that was submitted. This would allow it to be referenced when: submitting a replacement or corrected claim, multiple attempts have failed with i...

Guest 29 days ago in Billing & Payments 0 Future consideration

130 VOTE

Notify me when client turns 18

Notify me when a client turns 18 as there are new forms/protocols that need to be filled out as they transition to adult counseling.

Kristen Harper about 5 years ago in Messaging & Notifications 13 Future consideration

241 VOTE

More granular permission levels

Have TheraNest modify the permissions levels to be more granular so we can select specific functions the individual can perform rather than multiple functions activated under a single role.

Guest over 9 years ago in Practice Management & Administration 61 Future consideration

243 VOTE

Autosave client details

When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.

Guest over 9 years ago in Clients & Groups 49 Future consideration

9 VOTE

Save insurance credit cards on file

Allow me to store insurance credit cards on file for a client because this information typically doesn't change week to week.

Eitan Zerykier 5 months ago in Billing & Payments 0 Future consideration

11 VOTE

Notify clients of new appointments without client portal account

Notify clients when a new appointment is created even if they don't have access to the client portal.

Candice Viero 6 months ago in Calendar & Scheduling 0 Future consideration

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