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TheraNest App

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  1. Enter clients as a couple or family

    Allow me to enter clients as couples or families. I see mostly couples and I prefer not to split them up in TheraNest.

    686 votes

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    99 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. Client alerts

    Allow me to create an alert for a client that is easily viewable when viewing that client's details.

    283 votes

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    68 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  3. Send appointment reminders to multiple contacts

    Allow me to send appointment reminders to multiple phone numbers and/or email addresses. Some clients that are children may have divorced parents and both want to be alerted that their child has an appointment.

    265 votes

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    36 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  4. Autosave client details

    When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.

    165 votes

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    45 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. Expand features for handling child/minor clients (notes, contacts, intake etc.)

    Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized.

    It would be nice, if you work with children, to have child friendly notes as well as a section specifically in regards to separation / divorce - a place to list information such as custody arrangements, etc.

    Minor child clients require additional informed consents. It would be helpful to be able to customize which intake forms go to new clients when inviting them to…

    150 votes

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    27 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. Archive button on client detail screen

    Please allow archiving and unarchiving from client details rather than the client list.

    130 votes

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    13 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add ability to flag clients

    Add ability to manual flag clients in our system and show flag throughout TheraNest.

    117 votes

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    26 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to scan files directly into client's general or clinical documents

    It would be great if you had a directing scanning option to scan documents directly into the system via a TWAIN enabled scanner verses scanning to the desktop and then uploading. Thanks

    92 votes

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    17 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add profile photos for clients and staff

    Have a way to add a client photo to the client's details. It would help staff identify the client in the waiting room if they could see a photo.

    92 votes

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    14 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  10. Download client's appointments

    When viewing the client's list of appointments, allow me to download a list with the filters I've applied, or export it to a CSV.

    77 votes

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    13 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create a way to merge duplicate clients

    When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.

    72 votes

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    6 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  12. Assign supervisor per patient instead of staff member

    Allow me to assign a supervisor at the patient level. Our trainees have more than one supervisor and we'd like their notes to be reviewed/approved only by the staff member assigned to that patient.

    69 votes

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    15 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. Designate clients as private pay

    Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.

    65 votes

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    7 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add ability to create progress notes and view linked notes from client Appointments list

    I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.

    64 votes

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    21 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add view for "All" clients in Client List

    Add an additional filter to the client list that let's us see both active and archived clients in the client list.

    59 votes

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    10 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  16. Edit or remove demographic fields in TheraNest & Client Portal

    Allow me to edit the demographic fields that are displayed in TheraNest and the Client Portal. There are some fields we don't need to capture (e.g. Religion).

    52 votes

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    15 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add custom fields to client details page

    It would be great to add several custom fields that each company can customize in the client details page to be able to track specific information that could be different from company to company. For instance, I would like to be able to have additional fields for additional contact information. I also would like to be able to track other things. It would also be nice if some of the custom fields could be linked to creating alerts and be able to accessible to custom forms.

    46 votes

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    8 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add a genogram builder function

    A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that punctuate relationships. Genograms allow a therapist to quickly identify and understand various patterns in the client's family history which may have had an influence on the client's current state of mind.

    40 votes

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    3 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. Include Insurance company phone number on Insurance tab

    When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen. Also, Insurance companies want two things to verify clients each time--the ID number of the client and their DOB. Could the date of birth field populate to this screen as well?

    40 votes

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    2 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. Default client's intake date field to date of first kept appointment

    I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date. It should be the day they filled everything out, either via the portal or in the office.

    39 votes

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    4 comments  ·  Clients & Groups  ·  Flag idea as inappropriate…  ·  Admin →
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