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TheraNest App

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List resources for referring clients to other professionals

I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particul...
Guest about 4 years ago in Notes & Cases 1 Future consideration

Bill using UB-04 claim form

It would be very beneficial to us if Theranest could support the UB-04 claim form format, as we are licensed as an outpatient d/a facility, and must file on an institutional claim form for some of our payers.
Guest over 5 years ago in Billing & Payments 6 Future consideration

Allow clients to check-in for appointments at a location

For clients that we see in the office, allow them a way to check-in for their appointment and have them complete any paperwork prior to the sessions.
Guest over 2 years ago in Practice Management & Administration 1 Future consideration

Download batch payment errors

Allow me to download the errors for batch payments so I can track credit card declines.
Guest about 2 years ago in Billing & Payments 1 Future consideration

Choose credit card processor

Allow me to choose which credit card processor to use in my TheraNest account rather than just having one option.
Guest over 2 years ago in Billing & Payments 0 Future consideration

Report on missing client signatures

Allow me to run a report that will show which notes are missing the client's signature.
Guest over 3 years ago in Reporting 1 Future consideration

Allow clients to add themselves to prospective clients list

Have a way for new clients to fill out information and add themselves to the prospective clients list.
Guest over 2 years ago in Clients & Groups 2 Future consideration

Add page navigation to top of clients list

When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.
Guest over 4 years ago in Clients & Groups 2 Future consideration

View coinsurance on the Agenda

Allow me to view a client's coinsurance on the calendar and/or agenda.
Guest over 2 years ago in Calendar & Scheduling 1 Future consideration

Make it optional to freeze the calendar header

Allow me the option to freeze the calendar header (filters, days of the week, etc.) because sometimes I may want to see more of my calendar.
Guest over 2 years ago in Calendar & Scheduling 2 Future consideration