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Display insurance name and ID on client contact card on Agenda

Our providers often use unique billing codes based on insurance type. This means a provider often has to navigate to the client details screen and then the “Insurance Info” section to view this. It would be so much easier (and fewer clicks) if thi...
Guest over 6 years ago in Calendar & Scheduling 13 Future consideration

Conduct telehealth sessions between staff members

Allow me to use the telehealth feature to meet with staff members in different locations.
Guest about 6 years ago in Conducting Telehealth Sessions 8 Future consideration

Create a dark mode in TheraNest

Have a dark mode available in TheraNest that I can easily switch to to reduce eye strain.
Guest over 4 years ago in Calendar & Scheduling 10 Future consideration

Allow prospective clients portal access

Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.
Guest almost 3 years ago in Clients & Groups 9 Future consideration

Payer aging report

Allow me to run an aging report for payers by client so that I can follow up with payers.
Guest almost 7 years ago in Reporting 5 Future consideration

Be able to specify one email address that Theranest correspondence comes from

Change it in the system to make all our portal notices (i.e. intake forms / statements etc) come from our admin email address (i.e. contact@practicename.com) rather than the individual email addresses each person uses to login. Per Theranest: "T...
Guest over 4 years ago in Messaging & Notifications 1 Future consideration

Report on payments per payer

Allow me to run a report that will display all the payments made by a payer in a set time frame.
Guest 11 months ago in Reporting 3 Future consideration

Add ability to send one time payment link for multiple invoices

Make it possible to send a 1-time payment link for multiple invoices to the same client? Right now you have to send 1 link per invoice.
Guest about 4 years ago in Billing & Payments 1 Future consideration

Populate intake fields into initial assessment

When a client fills out an intake form, allow me to populate those responses into the client's initial assessment.
Guest over 4 years ago in Notes & Cases 7 Future consideration

Send telehealth link from the Agenda

Allow me to send the telehealth link via a secure message from the Agenda, similar to how I can send one from the client's appointment list.
Guest over 4 years ago in Telehealth Appointments 5 Future consideration