TheraNest Ideas Portal
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TheraNest App

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104 VOTE

Add list of clients to contact for next available appointments

Have a cancellation list (list of people waiting for appointments for a certain week in case of cancellations)
Guest over 6 years ago in Calendar & Scheduling 17 Future consideration

Automatic out-of-office reply for portal messages

If a client contacts me through the client portal while I'm away, allow me to set up an automatic out-of-office reply and the option to have those messages forwarded to another staff member.
Guest about 4 years ago in Messaging & Notifications 18 Future consideration

Add adjusted contract rate in ledger

Please also add an adjusted contracted rate click under the client payment and write off. This way we could actually know what were write off's due to loss of income and what were actual contracted rate differences in reports. And then also create...
Rachael Eichhorn over 4 years ago in Billing & Payments 1 Future consideration

Archive intake forms

Allow me to archive intake forms so they no longer show up in our list.
Guest almost 3 years ago in Practice Management & Administration 14 Future consideration

Measure treatment success rate and track outcomes in a report

I'd like to have a treatment summary after treatment ends. I need a way to see the success or failure of client treatment, including outcomes based on specific diagnoses and treatment protocols (i.e. service types/CPT codes).
Guest about 6 years ago in Reporting 23 Future consideration
103 VOTE

Filter Agenda & Calendar by appointment status

I wish there was a way you could filter the calendar by status type. As well as having set up so that each staff members appointments fall in a column order not sporadically in the calendar for ease of use. As this becomes difficult with places ...
Guest over 6 years ago in Calendar & Scheduling 32 Future consideration

Automatically send invoices to clients

Allow me to automatically send invoices, superbills, and/or statements to clients.
Guest 7 months ago in Billing & Payments 0 Future consideration

Link place of service codes to service types

Allow me to link place of service codes with service types so when I select that service type when creating an appointment the location code is automatically updated.
Guest almost 4 years ago in Practice Management & Administration 16 Future consideration

Add ability to reactivate inactive insurance

Currently, once insurance is marked as inactive it cannot be made active again (without creating new and re-entering). Please make it so you can change the status back to active again.
Guest over 5 years ago in Billing & Payments 23 Future consideration
153 VOTE

Attach files and multimedia files to clinical documentation

Allow me to attach files and multimedia files (photos, audio files, etc.) to my clinical documentation (progress notes, initial assessments, etc.).
Guest over 10 years ago in Notes & Cases 50 Future consideration