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TheraNest App

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173 results found

  1. Display special characters/other languages on intake forms

    We serve a lot of clients who are speaking different languages, however, after they submit an intake form using their language the forms we received are garbled and don't come back with their language's characters.

    3 votes

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  2. View account balance on practice website

    Allow my clients to view their account balance on my practice's website without having to log into their portal.

    3 votes

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  3. Add different TIN to superbills

    We have a different organizational TIN for a different program within our business - we need to be able to put that on the Superbills for that program separately

    3 votes

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  4. In Forms make it so signature and date are next to each other

    Right now I make it so someone has to type in their name and date which takes up a lot of space in two seperate lines. We need people to do signature and date NEXT to each other and same with initial and/or initial and date. Can this be added to custom forms?

    3 votes

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  5. Add a General Documents tab at the practice level

    There should be a "Practice Documents" tab for general , practice-wide PDFs etc like within the client details. Should be on the line with Agenda Calendar Clients ,etc probably should be next to Dynamic Forms.

    3 votes

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  6. 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.

    2 votes

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  7. Create groups for staff members

    Allow me to create groups for staff members so that I can quickly filter to that group on the calendar to send a practice chat message to a specific group.

    2 votes

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  8. Move/remove help widget

    Allow me to move or remove the help widget because sometimes its placement interferes with my workflow.

    2 votes

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  9. More in-app links to knowledge base articles

    Provide more contextual help when using TheraNest such as links to knowledge base articles or training videos.

    2 votes

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  10. Restrict staff from downloading clinical documents

    Allow me to restrict staff members from downloading clinical documents.

    2 votes

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  11. Assign permissions when importing staff

    Allow me a quick way to assign permissions when I import staff so I don't have to go back and adjust it for each staff member.

    2 votes

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  12. Add character counter to text reminder template

    When customizing my organization's text reminder, show how many characters I've used so that I know how many segments it will be.

    2 votes

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  13. Add the Stanley Brown Safety Plan as an intake form

    Add the Stanley Brown Safety Plan as an intake form so I don't have to create it in TheraNest.

    2 votes

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  14. Increase visibility of scroll bar in new navigation

    The scroll bar in the left-hand navigation is small and blends in with the page making it hard to use.

    2 votes

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  15. Permission to upload files

    As an admin, allow me to set who has access to uploading files to a client's General Documents or Clinical Documents.

    2 votes

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  16. Custom formatting for reminder emails

    When I'm creating the appointment reminder email, allow me to apply formatting so I can bold, underline, or italicize words.

    2 votes

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  17. Training library for staff based on permission level

    Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn't have access to because it can be confusing for them.

    2 votes

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  18. Rearrange navigation

    Allow me to rearrange the navigation pages. I may want My Tasks to be first rather than after the Calendar.

    2 votes

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  19. Filter manage clients list in client portal settings

    When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.

    2 votes

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  20. Archive primary practice location

    Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.

    2 votes

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