TheraNest Ideas Portal
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Create client appointment that doesn't require a progress note

Allow me to create a client appointment that doesn't require a progress note to be attached.
Guest about 2 years ago in Calendar & Scheduling 2 Future consideration

Appointment reminders for staff members

Allow me to enable appointment reminders for our staff members so they get reminded about an upcoming appointment with a client.
Guest over 6 years ago in Practice Management & Administration 5 Future consideration

Report on clients with insurance

Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
Guest about 2 years ago in Reporting 3 Future consideration

Don't send appointment reminders for selected appointments

When I create an appointment in TheraNest, allow me to indicate if the client(s) should receive an appointment reminder for this specific appointment.
Guest almost 3 years ago in Calendar & Scheduling 4 Future consideration

Specify order of non-default intake forms

Allow me to re-order my non-default intake forms.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Add a feature to track invoices and client statements by number

I would like to be able to run a report by invoice number. This way I can be sure that all invoices are accounted for. This would be especially helpful since we have two clinicians and two locations that generate invoices.
Guest over 9 years ago in Billing & Payments 3 Future consideration

Add progress note DOS in activity log when addendum added

When a provider adds an addendum to a progress note, include the date of service of the progress note so I can know which progress note I need to review.
Guest 10 months ago in Practice Management & Administration 2 Future consideration

Report on all open cases

Allow me to run a report to view all open cases for our practice without having to input a date range.
Guest over 4 years ago in Reporting 2 Future consideration

Customize order that service types are displayed

I think it would be great if you could order service types however fit best for your practice. For me I would like to have the Free Phone Consultation at the top. To go a step furhter I would LOVE it if there could be a seperate log in for client ...
Guest over 6 years ago in Billing & Payments 6 Future consideration

Show number of open cases when viewing the list of clients

When viewing the list of clients, allow me to see how many open cases each client has.
Rebecca Neavill almost 4 years ago in Clients & Groups 5 Future consideration