TheraNest Ideas Portal
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TheraNest App

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Exclude insurers for staff

Prevent an appointment from being scheduled with a staff member who doesn't accept a particular insurance.
Guest over 2 years ago in Practice Management & Administration 2 Future consideration

Add custom relationship options in contact log

Allow me to create custom options when selecting "relationship to client" when creating an entry in a client's contact log.
Guest over 3 years ago in Notes & Cases 3 Future consideration

Don't update close date when closing a reopened case

If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.
Guest over 3 years ago in Notes & Cases 4 Future consideration

Display transaction details for payments throughout client Ledger

The client statement has a column for the transaction description that includes details about the payment number and the type of payment that was received. After charging a credit card, I have no way to go back and know which card was charged when...
Guest over 5 years ago in Billing & Payments 3 Future consideration

Demographics for referrals

I’d like to be able to store the phone, email, and address of our referral sources.
Guest over 4 years ago in Practice Management & Administration 0 Future consideration

Set billing provider per payer

Allow the billing provider for claims box 33 to be set per payer not just on the client level.
Guest almost 4 years ago in Billing & Payments 1 Future consideration

Secure messaging to Groups

Allow me to send a secure message to a group by typing in the group name rather than having to type in each individual member.
Guest almost 4 years ago in Messaging & Notifications 3 Future consideration

Confirm appointment change when dragging and dropping

Once an appointment is created on the calendar if I click and drag it to a new date/time make me confirm the change before saving the appointment. Sometimes I move appointments accidentally and this sends an email to the client. Then I don't remem...
Guest almost 4 years ago in Calendar & Scheduling 4 Future consideration

Recover recently deleted forms

Allow me to recover recently deleted client or case forms in cases where a staff member accidentally deleted a completed form by mistake.
Noah Marriott 6 months ago in Notes & Cases 0 Future consideration

Integrate with phone service

Have TheraNest integrate with a phone system so we can receive calls in TheraNest.
Guest over 4 years ago in Practice Management & Administration 1 Future consideration