TheraNest

I made a test client and when they enter their client portal and attempt to make a new appointment there is nothing in the “select service” drop down so they cannot. I checked my settings and all the service types are entered and my availability is set. Help?

I am writing to request an update or enhancement to the treatment plan review functionality in TheraNest. Currently, the system allows clinicians to create a treatment plan, but there does not appear to be a clear way to complete a formal treatment plan review that measures and documents progress toward each existing treatment goal and objective.This creates a compliance concern for Maryland outpatient mental health providers. Under COMAR 10.21.20.07, Outpatient Mental Health Centers are required to review the Individual Treatment Plan as frequently as necessary and at minimum every six months. The regulation requires that the review be documented in the medical record and include an assessment of the individual’s progress toward previously identified treatment goals, incorporate the client’s perspective, document any goal changes based on progress, document changes in treatment strategies, and document any diagnostic changes.The current limitation is

The "Copy Note From Last Session" feature is good in theory but the execution is poor. When I want to copy a note but let's say my last note was a "Note to Chart", it copies that and not the progress note I need it to copy. I wish we could choose which note to copy from (i.e., the last GIRP note instead of the Note to Chart). It becomes basically useless if the last note does not match the progress note I require. Please fix this Ensora, otherwise, I cannot reccommend this platform to my colleagues since this is very inconvenient and quite a time-waster when i need to redo an entire GIRP note from scratch just because I needed to do a Note to Chart recently.

We would greatly benefit from a claim-specific audit trail that clearly tracks all edits made to a claim, including what was changed, by whom, and when. Ideally, this would include a version history and a clear indicator of whether changes occurred before or after the claim was submitted to insurance.This functionality would significantly improve billing accuracy, internal auditing, and compliance, while reducing the time required to investigate discrepancies or denied claims. Thank you!

Hi, I am trying to streamline my payroll process* and figure out how to most effeciently use Theranest reports to help. I am looking at the Payroll Data Export Report report, and want to know how the  'Show Items Already Paid Out to Therapists' check is used. Namely, how do I note what has been paid out, so it won’t repeat in the report? If there are other reports or processes that can effeciently capture what has been paid out, and what hasn’t been paid out, please let me know!thanks!*our current payroll process is that we pay out when an invoice is fully paid by running ‘Daily Billing’ report to see what has been fully paid, and cross reference it with a log of kept appointments. This is cumbersome (but thorough) - looking for a way to make it a faster process, but not double pay for collected payments! 

Can we turn off “copy note from last session?” I added it to my dynamic form template but I find that it still copies.

Hi - if we have a client that is no longer active but has an insurance balance in Ensora - can we still deactivate them?

after hit save icon, the screen pops up withthe details of this appointment conflict with therapist following availability. Unavailable on the selected date, which may create scheduling conflicts  Other times it has said can’t schedule more than one BUT the calendar is empty.New here please help.  I can’t find where to put in therapist daily availability

So since changing over to using Stripe, I do not see the person’s credit card listed on the “Bill to & insurance” page. Previously we could see that at least we had a credit card file right from this page, but now you have to click on “manage payment methods” in order to see if they have a card on file. I understand it is one extra click, but it just seemed faster if I saw that on their. Either that or when we go into the “Ledger” section and accept payment, it would show there too that they had a credit card on file. Is this something that can be changed?

I have been unable to get help from Ensora on this issue and wondering if anyone else has found a fix for this.  My office manager comes in a selects the staff for the day on the “schedule” tab.  She can see a list of appointments for everyone working that day.  When a client attempts to schedule an appointment, she must move to the individual calendar to do that.  When she returns to the “schedule” screen it lists “all” staff and she must go through the process again of choosing the counselors she wants to see.  The changes have caused a lot of extra steps and work and is slowing down the front desk.  Any ideas?

I recently found that case notes entered in TheraNest are appearing in client charts in EPIC. I've contacted TheraNest support, but they haven't been able to resolve the issue. Has anyone else experienced this problem? I'm considering switching EHRs because of it.

Hello, I’m interested in setting up different colors for each office location and if that works, next would be different colors for location + service, so several options. Is that possible? I’ve watched the videos and can only seem to change one color for the calendar. I need step by step instructions, if possible. Thank you! 

It would be nice if there was a “copy from last session” for the treatment plan like there is one for the progress notes. 

Is there a way to customize reports by place of service AND city client is in?

Does anyone know how to get rid of the  pink "Learn Here" dot on every page in TheraNest? It is distracting and annoying.  We are not idiots. We don’t need this.

Hello, we’re a group practice of under 20 providers. We have a new clinician who wants to enable self-scheduling, but all I am seeing is an on/off switch for ALL providers. This raises questions as to the ramifications of turning that on:Once it’s on, do all providers’ clients now have access to self-scheduling or are there more steps to make it available? Having it available to everyone on the flip of a switch sounds terrifying. (👎🏽) If there are more steps, what are they? Can find no guidance or tutorial in the KB (👎🏽) How are people who are using it finding the functionality? Easy, complicated, mixed? Please elaborate.Thanks in advance.

Has anyone figured out a way to account for the processing fees in Stripe when paying providers? I was told that there’s not a report that shows what providers are actually owed - minus the processing fee that changes depending on many factors and can’t be deducted using a simple formula in a spreadsheet. 

Hi, I’m curious to hear about other’s experience using Theranest. Are there medium size groups (15 clinicians) who like the product and have used it for a significant amount of time? 

We Hope to see the Client Details Page updated under Contacts. Currently it has fields to populate Home Phone, Mobile Phone and Email then the Emergency Contact so we have to use the Client Notes section field to populate the Caregivers Name to know who to call or download the intake forms to search this information. We would love to see new fields added to populate Caregiver 1 & Caregiver 2 name to make it clearer who to call for any business related needs!   

Hello,I am writing to share some feedback and suggestions regarding the client portal. While I enjoy using Theranest, I believe there are several opportunities to enhance the client-facing side of the platform to make it more aesthetic and user-friendly. Specifically, the following updates would be great: - Improved User Interface: A more modern and appealing design for the portal, particularly for the intake submission process. To be more competitive with other software.- Required Document Uploads: A feature that requires clients to upload photos of their ID and insurance cards within the intake forms.- Branding Customization: The ability to add company logos to the client portal, similar to the customization available on the clinician login page.

Hi we really need to be able to export the first name, and last name, and preferred name in any export into excel. It is needed for full identification, and we need to be able to sort by either of the 3 name identifiers.plse advise.thank you

WE REALLY COULD USE THE ABILITY LIKE ms TO GRAB A FOLDER OR FOLDERS WITH DOCS INSIDE AND UPLOAD IN ONE CLICK.AND THE SAME FOR DOWNLOADS. 

I’d really like to see an addition to the ledger/invoice area so we can add EOBs or just general correspondence with insurance, etc. It would be nice if each invoice had that section but an overall tab might still be sufficient. 

I’m reaching out because I’m having some issues within Claims Services and Automation Settings.I am hoping to confirm how the automation is supposed to function. My goal is to have an invoice automatically created when a session status is changed from “Upcoming” to “Kept.” If I leave the automation settings as they are currently configured, will that occur automatically?Recently, I’ve noticed that claims are not consistently being created during the nightly process. I’m trying to determine whether I may have adjusted a setting that impacted this, or if something else is preventing claims from generating.If the invoice creation upon marking a session as “Kept” is not currently an automation feature, is that something that can be enabled or added?Thank you in advance for your help. I appreciate any clarification you can provide

When making appointments, the appointment window has always had the annoying glitch of becoming too large when setting a telehealth appointment. Then you have to scroll down every single time to save the appointment. This is annoying when you have to do it over and over. All they have to do is to make the “notes” box smaller (and expandable) and not have it be a set size.Also, now the cursor does not automatically go to the client name box, so every time, you have to move the cursor manually back up to that box. Again, this is annoying when you have to do this over and over. For a while, this glitch was fixed, just long enough for us to get used to opening a new appointment window and starting to type. Now you start to type, realize the cursor is not in the name box, move the cursor and type again.  With all the wonderful new “fixes”, can’t Ensora just fix some of the little annoying things that make things unpleasant on a daily basis?