Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

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Showing 1828

7 VOTE

Separate supervisory review setting for progress notes and treatment plans

Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.

Guest almost 5 years ago in Practice Management & Administration 4 Future consideration

5 VOTE

Set supervisor requirements per client

Allow me to select which clients need their notes to be reviewed or co-signed. Right now it's all or nothing.

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

2 VOTE

Allow ERA to auto process with posted client payment

When you automate ERA processing, an ERA will not auto process if there is a client payment posted to an invoice. Our practice collects copays and coinsurance at time of service, so the vast majority of our invoices have client payments posted to ...

Guest over 1 year ago in Billing & Payments 0 Future consideration

2 VOTE

Upload documents to prospective clients

Allow me to upload documents to prospective clients.

Guest over 1 year ago in Clients & Groups 1 Future consideration

2 VOTE

Copy place of service from last note when copying note from previous session

When I copy a progress note from the previous session, have the place of service copy forward rather than defaulting to the default POS.

Guest over 1 year ago in Notes & Cases 1 Future consideration

5 VOTE

View submitted support tickets in TheraNest

If I've submitted a ticket to support for help with something, allow me to view and access that ticket/conversation within TheraNest.

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

2 VOTE

Easier searching of the knowledge base

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

Guest over 1 year ago in Practice Management & Administration 0 Future consideration

3 VOTE

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 about 2 years ago in Reporting 0 Future consideration

5 VOTE

Fill box 14 for Medicare claims

Allow me to edit the claim or have TheraNest pull over information so box 14 is filled out.

Guest over 3 years ago in Billing & Payments 2 Future consideration

1 VOTE

Pull forward the date from the CARC transactions as the payment date

When posting payments manually, pull the date from the CARC transactions and pull it forward as the payment date. When we manually post a payment and then add our Claim Adjustment Reason Codes, each CARC code has a date, which is the payment date/...

Cindy Hooper 9 months ago in Client & Billing Details 0 Future consideration

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