Practice Management & Administration

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Custom home page or dashboard

Allow me to create a custom home page or dashboard that displays information relevant to my role. For example, as a therapist, I may want to see outstanding progress notes and today's appointments, but as a biller, I may want to see un-invoiced ap...

Guest about 2 years ago in Practice Management & Administration 5 Future consideration

3 VOTE

Search activity log for new clients added

When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.

Guest about 1 year ago in Practice Management & Administration 1 Future consideration

12 VOTE

Allow clients to confirm & cancel appointments through email

Allow clients to confirm or cancel their appointment through the emailed appointment reminder.

Guest over 4 years ago in Practice Management & Administration 2 Future consideration

2 VOTE

Easier searching of the knowledge base

Make it easier to search for an article when viewing the knowledge base.

Guest 9 months ago in Practice Management & Administration 0 Future consideration

8 VOTE

Add deductible column to the export data report

When running the Export Data report, allow me to see the client's deductible.

Guest about 3 years ago in Practice Management & Administration 2 Future consideration

15 VOTE

Add organization email to intake forms

Have my organization's email address displayed at the top of intake forms.

Guest about 6 years ago in Practice Management & Administration 3 Future consideration

7 VOTE

Delete staff members

Allow me to delete staff members from my TheraNest account instead of just archiving them.

Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

7 VOTE

Assign place of service codes to locations

When creating or editing a location in TheraNest, allow me to assign a place of service code to that location.

Guest almost 3 years ago in Practice Management & Administration 1 Future consideration

8 VOTE

Don't retroactively apply updated credentials

If I update a user's credentials, don't retroactively apply those updated credentials to already signed/completed documentation.

Guest over 3 years ago in Practice Management & Administration 2 Future consideration

5 VOTE

Exclude insurers for staff

Prevent an appointment from being scheduled with a staff member who doesn't accept a particular insurance.

Guest about 2 years ago in Practice Management & Administration 2 Future consideration

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