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TheraNest App

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Ability to duplicate filled out dynamic forms

Allow me to duplicate dynamic forms that have already been filled out.
Guest about 9 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

Create a report that contains the names of the clients, Therapist and the date they were last archived.

Currently you can get a list of archived clients. It would be great if you could have a report that contained the archived clients and the last date they were archvied. This type of report would help with the apporpriate retention of records.
Guest over 4 years ago in Reporting 1 Future consideration

Include therapist on Client Intake report

When running the Client Intake report, show the therapist(s) assigned to the case.
Guest over 4 years ago in Reporting 3 Future consideration

Create an appointment reminders schedule per client

Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
Guest almost 2 years ago in Clients & Groups 3 Future consideration

Mark treatment plans as complete

Allow me to mark a treatment plan as complete so all the current goals get updated to "complete" and aren't pulled into the next treatment plan or progress notes.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Display claim status for billed services on Agenda

On the Agenda, allow me to view if a claim was created for that service and the status of the claim.
Guest almost 5 years ago in Calendar & Scheduling 5 Future consideration

Increase date range when searching claims

Increase the default date range to more than 3 months when searching for claims in a claim tab.
Guest over 5 years ago in Billing & Payments 4 Future consideration

Sync all staff calendars to Google calendar

Allow me to sync all my staff's calendars to my Google calendar so I can see all appointments from my Google calendar without having to open TheraNest.
Guest over 3 years ago in Calendar & Scheduling 4 Future consideration

Add date range to the CSV and PDF of the payroll reports

Include the transaction date range on the CSV and PFD of the Payroll Data Export and Payroll by Rendering Provider report.
Guest over 1 year ago in Reporting 0 Future consideration

Create drop-in group appointments

We have group appointments at our practice where clients can just drop in, so it may not be the same clients every week. Make an easier way to accomplish this in TheraNest rather than having to edit the group members every time.
Guest almost 3 years ago in Calendar & Scheduling 3 Future consideration