TheraNest Ideas Portal
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Identify client's insurance as plan year or calendar year

Allow me to note whether a client has a plan year or calendar year for insurance purposes because it helps with insurance verification.
Guest 3 months ago in Client & Billing Details 0 Future consideration
269 VOTE

Create custom reports

Allow me to create a custom report by selecting information/data fields from a list.
Guest over 7 years ago in Reporting 49 Future consideration
236 VOTE

Allow clients to review and sign treatment plans from the client portal

If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.
Guest over 6 years ago in Client & Billing Details 83 Future consideration

Add date/timestamp and staff member name to scheduled appointment

When scheduling a new client, group, or non-client appointment, the scheduling staff member's full name and the date/timestamp when the appointment was scheduled will be displayed in a read only format. This will enable all staff members to determ...
Steven Clemons, Jr. about 2 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

Allow custom backgrounds to be used for future telehealth sessions

Allow my custom background to be used for future sessions so I don't have to upload it each time.
Guest about 1 month ago in Conducting Telehealth Sessions 0 Future consideration

Allow custom backgrounds to remain for future sessions

Allow our custom backgrounds to persist for future sessions.
Guest about 1 month ago in Telehealth Appointments 0 Future consideration
234 VOTE

Automatically set appointment duration based on service type (Calendar & Client Portal)

When patient (or provider) makes appointment for patient, the calendar slot should auto match in length to the service selected (45 min, 30 min, 60 min). Having an auto time select based on the service length selected saves time and prevents the p...
Guest about 7 years ago in Calendar & Scheduling 37 Future consideration

Select which organization address is displayed on Invoices & Superbills

Add an option to select which organization address is displayed on billing documents (invoices, statements, superbills, etc.); the "Send Payments To" address is not always required depending on the type of payment (self-pay vs. insurance).
Bella Barker 24 days ago in Billing & Payments 0 Future consideration
136 VOTE

Centralized contact log

Create a centralized contact log that doesn't have to be associated with a case. I don't want to open a case just to enter contact log information. Or I may have staff that aren't assigned to a case and need to notate client communication.
Guest over 4 years ago in Notes & Cases 33 Future consideration
265 VOTE

Fax documents from TheraNest

Allow me to fax documents from TheraNest.
Guest over 8 years ago in Practice Management & Administration 26 Future consideration