Allow for direct inquiry of a new patient's insurance eligibility. I can do this by logging in to Office Ally or the websites maintained by each insurance company, but it would be marvelous to have this capability built into Theranest.
I wish there was an area to put notes on the ledger! Some clients insurance's have different things that you have to do each time and if you don't remember to do them. It puts it back another month before payment or having to reprocess. If there w...
Include client URL in Telehealth appointment reminders
I switched from Therapysites telehealth platform to TheraNest's platform. The one difference I am noticing so far is that when I scheduled a telehealth session in Therapysites, they automatically send the client a session reminder and a "go to ses...
Allow me to schedule recurring telehealth appointments that doesn't require me converting individual appointments because converting individual appointments can be easily missed/forgotten about.
Display mini gregorian calendar in new appointment modal
instead of having to choose the month then date without looking at the calendar. It would be great to click on the date and SEE a full calendar when scheduling clients. I always need to have my phone or other calendar to see if I am choosing the c...
Add ability to apply payments to invoices when processing ERA payments
Right now I have to mark everything as paid. In the same workflow of processing an ERA payment, add the ability to apply the payment to the relevant invoice and have it reflected in the client’s ledger.
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