TheraNest Features

The cost and all of the features that are available.

I wish there were premade template library in the document section. It is a little wonky trying to create documents and then it is trial/error to get them to where you need which is very time consuming. I am still going through my documents and needing to change small things that I didn't catch. That is one feature that I do miss from Simple Practice- they had an amazing library of document templates, assessments (PCL5, health assessments, etc.,).

The therapists on staff at my agency love the software. With only a few complaints, they find it easy to use and obviously are happy to not have paper files any longer. We have used this software since July 2018. I also appreciate that TheraNest offers a discount for nonprofits, which our counseling agency is a nonprofit. This helps with my budgeting.

The billing and reporting of this software is lacking in many ways, from the lack of robust reporting options to very elementary and clunky billing system. I would NEVER recommend this product for a group practice. Literally, we asked them early on - due to their statements being very difficult to read - if they had any accounting professional associated with the development of the software, and the answer was no. I have a CPA who reconciles our books every month and it's been a nightmare trying to reconcile TheraNest. Again, it might be good for a solo practitioner or for someone who is less worried about reconciling finances.

Hi there! Thank you for taking the time to write us a review, we appreciate hearing about all experiences! We are happy to hear that your therapists are loving the ease of use and clinical documentation features. Client management is a breeze! More recently we have made several updates to both our billing and reporting features. If you haven't visited these functions in some time we would highly...

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I have found the set-up easy, the tutorials and knowledge base useful, the customer service responsive, and the tools easy to use and teach colleagues to use.

The migration of our former EHR system (MyClients+) has yet to occur, as it is not clear how easy it will be to access the records from former clients if needed. We could use some hand-holding to get this accomplished.

It is oriented to my profession - mental health care. It has most of the functionality that our company needs: - appointment scheduling - room booking that prevents double booking, a must for us because we have 9 staff sharing 3 offices - invoice/receipt generation is easy - International user friendly, we are in Hong Kong - has the necessary features for managing the financial side of the business - appointment reminder features, easily editable reminder message - TN consistently add useful features to help with the business, e.g. custom forms, improved ease of use of the software - integration with other calendars - color coding for staff, ease of identifying each other on the master calendar - staff permissions feature - customer support has been excellent from the beginning

- staff permissions can be item selectable rather than group together in the basic five categories - basic navigation still needs some touch-up - mobile app needs an update - need to expand the list of reports that can be generated or permit selectable items to be generated for a report

Thank you for your thoughtful review Gerald! It's been our pleasure to have worked with you and your growing practice the past few years.

It is easy to use and it is inexpensive. It provides what we need to do our job, however it may need a little improvement on the accounting reports side.

The accounting reports are not as accurate as we would like.

I like that it is easy to see whether or not I completed my notes. Integrated Telehealth appointments.

There's not a lot of ability to see multiple calendar dates at once or move between dates. I get charged for every little thing.

I liked the forms and templates. It was the first EHR software I had used. I did not have a comparison.

Billing is complicated. Forms are difficult to complete in session. Support is terrible. It was a chat. It took days, many times, to get a response and the response would not address the issue. Fees increased, but service and product were stagnant. When you want out, it is very difficult to export data and you have to pay them to store it.

There are so many features I love about this software that benefit our therapists, admin staff, clients and myself in the role of owner such as handling the billing as well as setting up the software for my group practice. We were able to go almost fully paperless is one huge benefit. Intake forms/new client paperwork can be custom created & sent to clients via the Client Portal. Completed forms...

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I did not like that I was not able to call to immediately speak to someone to learn more about the software vs having to schedule a time to do so. I was concerned that would be the process if there were issues that arose if I were to switch. It has been easy to call in, email, etc with questions and I've received answers pretty immediately from the support staff.

Kristi thank you so much for your kind words! We are so happy to hear your organization is enjoying all the benefits of TheraNest!

customer service is great--they make updates every month makes billing insurance pretty easy standard superbills easy to produce and email to client store all client data in organized, accessible fashion can subscribe to small cost subscription (lower amount of active clients) Allows electronic paperwork completion for clients Integrated client schedule with insurance billing credit card capability

clients can complete paperwork electronically but there are some flaws--can't require client signature field so have to do work around; ideally this would offer more official signatures as often as needed (this is a big liability issue) secure messaging included but these conversations can't be added to the cart through a click and also copy and paste function is deactivated. secure messaging also...

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Thank you for taking the time to write us a review Caitlin! It is customer feedback like yours that helps us continue to build upon our product. We are glad to hear that with the help of our customer happiness team you've found insurance billing and clinical documentations a breeze!

Set up to document all phases of counseling; ability to upload documents into client records; MSE with each progress note; can email clients through client portal for HIPPA compliance; clients can securely complete, sign, and submit intake paperwork through client portal; ability to accept credit and debit cards easily for services rendered; GREAT invoicing and billing features; automated appointment...

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Like any product, it is not perfect. The calendar feature is good but has room for improvement with respect to appointments spilling into nonwork hours or the occasional time I choose to see clients outside my regular hours to compensate for conferences or other needs taking time from my regular client schedule. I understand this issue is being addressed. Progress notes can be lengthy due to incorporation of the client's entire treatment plan into the note. I have yet to find a way to mark treatment goals and objectives as completed in the treatment plan even when using the review feature. This would be a helpful feature to track a client's progress quickly and for planning future session interventions to address unmet goals.

Thank you for the review, Karen. You can now select to schedule outside of selected working hours on a client appointment. :)

I've been working with Theranest for almost 10 years. Theranest software keeps my client files HIPAA compliant, which is crucial in the mental health/medical field; I have never had a problem. Once set up, billing is very simple. If I'm having a difficult time with billing, records , program, etc, customer support is easy to access. I appreciate the Knowledge Base that has been developed as well as how Theranest has consistently improved the software or made adjustments based on their customers recommendations.

I'm a very small practice (3 individuals). I don't like having to pay extra for changes that I would like to make i.e. using Wiley notes. I understand how Theranest makes it's money but for something that doesn't require ongoing support, some things should just be another option ie. choosing between Standard note or SOAP note.I also feel the percentage for assistant billing (following up with insurance providers for unpaid invoices) is very high, considering once you figure out the problem and I begin to be reimbursed for services and no further assistance from Theranest staff is required; I am still expected to provide you with a percentage of what I'm billing. Perhaps just charging a one-time fee.

Interface and ease of start up. Built in billing.

Billing, recent change, and customer service

Customer service and responsiveness is very impressive. Now that I understand how it all works together, appointment scheduling and notes are very easy to use. I used to love that they have integrated credit card processing, but for the way we run our business it has a serious flaw. They are very open to feedback, and try to be responsive to features being asked for. Since we've signed up with them in January they have added quite a few new features, some of which are really helpful, others that don't apply to the way we happen to run our business.

Some features only seem half thought out. For example: you can write one group note and have it appli to all members of the group, but in order to sign the note you have to go into each members account. This completely negates the time saved by applying the note to all group members with one key stroke. We are a small clinic and use this as our accounts receivable software also, yet there is no accounts...

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Thank you for your review. You can apply a Progress Note to the entire group which can be customized for each specific client and electronically signed. We also have a Group Note that is a general note for the group sessions which can be electronically signed.

I started my business as a part-time venture while I transitioned from full-time employment with a larger company. I liked being able to pay a lower-tiered amount, depending on the number of clients I had enrolled. As my practice has grown, it has been easy to adjust my subscription to reflect my business' changing needs. The telehealth platform is easy to use. It does not have a whiteboard function, although it does allow for screen sharing. There are times when the platform is unreliable, so I have a backup video platform account to use in these instances.I do not bill insurance, although accepting credit cards and logging cash payments into the system is seamless, with easy to access invoices and superbills.

The video platform (while it has been recently updated), could use some improvement.

An affordable EHR that does everything you need it to do, and feels more user-friendly than Simple Practice.

Some things could be improved, such as offering templates for notes, more ways of documenting notes; more flexibility with calendar/scheduling (changing it to a 3-day versus 5-day view, blocking times, etc). I also wish it was easier to create intake forms - the "dynamic forms" page is confusing at first and unfortunately personalizing forms isn't available (e.g., changing fonts, alignment, etc)

Theranest had ease of navigation inside their system for the most part.

If you do not use their clearing house, they charge you extra and then start messing up your EDI and billing. They will NOT allow you to manage your charts in a timely manner when trying to leave their system. I have been trying to leave their system since August and it is now October. Because they are making it difficult to leave, it is forcing me to pay for a system at a high price that I am not using. For example, you have to delete everything one at a time, and then they only let you delete 3 people a day. So, they are making bank because I cannot leave their system from their lock down of MY CHARTS. Imagine when you have almost a thousand or more people to exit the system how this impacts you financially as a business owner. So, essentially, I am paying for 2 EHRs.

Software is very user friendly and intuitive.

Some of the add-on features are more complex. Billing and credit card processing. The training when taken a while ago seemed to move too fast. Seems training is now mostly on-demand type components. Help can be delayed at times (I suppose this is due to COVID-19, but not absolutely sure.) Some of the modules with casework seem incomplete. Creating treatment plans for instance - - it is difficult to update the plans. Only option is to add addendums.

Ease of charting and making appointments. That part is typically ok - unless the system is down - which happens way more than it should.

Not sure where to begin! Theranest is an extremely complicated system and there is a big large learning curve for all users - even just clinicians that make appointments and chart. It is extremely cumbersome for billing and insurance work. Back buttons have to be used all the time - at least 3 times to update client insurance claims. Look at invoice, enter what the client owes, save. Back button...

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It was a find product 5 years ago and worked primarily ok until Theranest offered for me to use their integrated billing system. I thought I was saving myself energy, time and money. The opposite has happened. I've had to switch EHRs because they took over my system and completely lost all of my bills, I have no way to track them, they are gone. They will not call me to help. I've lost thousands of dollars because of their billing system.

They offered integrated and managed billing. It never worked, they never assisted me with help, and now I am missing thousands in claims. I can not figure out how to fix it. Everything was find using Office Ally, and then I switched to Apex at their recommendation. I'm so upset. It has created hours and months of distress and they only feign a response. I'm constantly told "I'll create a ticket for this" and then they never get back to me, or deny accountability for there even being a problem. They are like working with another insurance company. I will never recommend this EHR. I will actively advise against it.

Ease of set up, daily use, billing management with Optum and Medicaid.

I would like to have complete billing management with all of my insurance products, esp. Anthem/BCBS

Years of data were accurately and quickly imported into TheraNest from another system. They provided excellent customer service and were upfront about the shift. Our office tested several other well-known applications, but they all had serious drawbacks. After using a competing programme for more than 30 years, we desired and required TheraNest, which is fully featured. We have a lot of enthusiasm...

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At first, the costs were intimidating. But now that I know more about TheraNest, I can definitely see the potential for a really effective, time-saving, integrated system that would be well worth the monthly cost. Also, there is flexibility in monthly billing based on caseload (growing or reducing at the user's choosing), and it looks reasonable.

I've used this EHR since for about 5 years when I started my practice. I liked that it was simple: 1) The scheduler was easy to use, the notes were straightforward, the submitting of claims was a breeze. 2)I also liked that they have an app to download on your phone and clients would tell me it was easy for them to log on using their phones. 3)I also liked the simplicity of the calendar and the ability to print reports, client lists, etc. 4) Not sure if they were starting off as a new business at that time, but customer service was so responsive and seemed to care. 5)As I transitioned out of this platform, I really liked that they actually updated the ability to download complete files into one PDF!

Over the years it went from amazing to poor for a couple of reasons: 1) the customer service is really slow, it can take up to 2 days to resolve a simple issue or concern 2)You are able to create your own notes template, assessment templates, BUT if you do, these will not integrate with the rest, what do I mean? If you create your own custom, this does not work and you have to do all the steps each...

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I tried several different software systems prior to finding Theranest. All the other softwares systems were made for Therapist who had their own practices, or for Practice Groups. I needed a compliant EHR that would allow me to store my client notes, and allow for my supervisor to review and co-sign with ease. I kept running in to EHR's that would charge extra for my supervisor to be added as staff,...

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At first, there was a slight issue with being an admin and a therapist under the same sign-in. I was told I would need two different logins, but I figured it out where I was able to keep my same login. So far I have not come across any issues with doing it that way. Also, I do come across a lot of boxes/fields that I do not need in my notes or intake documentation that I wish I could delete. I can easily skip these unused boxes, so it's not a big deal.

I like that they do accept user feedback. They have tutorials available to help figure out what features are available and how to use them. I appreciate the option to allow my biller to access my appointment information without an additional fee. I imagine that there are even more helpful features if you do your own billing, but I do not utilize those features. I appreciate the Wiley practice planner add on feature to help me create treatment plans (even though these can also be highly problematic in that they are transphobic, homophobic, heteronormative, and Christian based, but this is not TheraNest's problem). I love that my clients can fill out all their forms online. This saves paper and was really handy when the pandemic hit.

It is not as intuitive as I hoped it would be. While it has a lot of features, there are things that I think would be incredibly useful (and I am not alone in these thoughts as others have highlighted them on the user feedback platform) that have not been implemented. It can also be quite slow to load. I really do not like that I have to refresh the page often and intentionally for things to show up correctly on the page I am working on. This has caused significant communication errors with my biller, who does not understand computers as well and did not know to regularly refresh her browser. I would expect that in navigating around the site, that it would refresh automatically, but this is not the case.