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TheraNest App

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174 results found

  1. Print practice chat messages

    Allow me to print conversations I have with staff using the practice chat.

    2 votes

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  2. View client flags throughout TheraNest

    Allow me to view the client flags wherever the client name appears in TheraNest.

    16 votes

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  3. Select which organization address is displayed on intake forms

    We have a different billing address from our location address. Allow me to select whether the location address or send payments to address is listed on the intake form.

    5 votes

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  4. Reorder client flags

    When managing the flags in Organization, allow me to reorder them.

    8 votes

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  5. Report on/audit general and clinical documents

    Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a release, cc auth, etc.).

    2 votes

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  6. Change order of dropdown choices in Dynamic Forms

    When I create a Dynamic Form and use a dropdown form element, allow me to rearrange the order of the dropdown choices so I don't have to retype them.

    1 vote

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  7. Remove promotions from the login page

    Remove the promotions and announcements from the TheraNest login page.

    4 votes

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  8. Assign tasks to other staff

    Allow me to create a task and assign it to another staff member.

    80 votes

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  9. Input units for service types on progress notes

    When I'm completing a progress note, allow me to input the number of units for each CPT code I'm using rather than having TheraNest calculate this automatically when I set up the service type.

    3 votes

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  10. Archive intake forms

    Allow me to archive intake forms so they no longer show up in our list.

    32 votes

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  11. Indicate which staff are currently logged in

    Allow me to see which staff members are currently logged into our account without having to use the Practice Chat.

    2 votes

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  12. Have client portal invite link expire

    Allow me to set a time period for the client portal invite link to expire. I want clients to log in and complete the paperwork within a certain amount of hours.

    1 vote

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  13. Set supervisor requirements per client

    Allow me to select which clients need their notes to be reviewed or co-signed. Right now it's all or nothing.

    5 votes

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  14. Delete staff members

    Allow me to delete staff members from my TheraNest account instead of just archiving them.

    5 votes

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  15. View submitted support tickets in TheraNest

    If I've submitted a ticket to support for help with something, allow me to view and access that ticket/conversation within TheraNest.

    4 votes

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  16. Allow admin control of only showing client initials in synced calendars

    As an admin, allow me to set the preference for having only client initials show in calendars and email alerts for all my staff rather than having them control this setting individually.

    2 votes

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  17. Restrict staff from editing the service type filter on the calendar

    Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.

    2 votes

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  18. Access 1099 form in TheraNest

    Allow me to access my 1099 form right within my TheraNest account.

    2 votes

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  19. Add notes field to staff details

    When viewing a staff member's details, have a section where I can add notes related to that staff member.

    3 votes

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  20. Allow admin permissions without billing permissions

    Allow me to give a staff member access to admin functions without giving them access to billing information.

    6 votes

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