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

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.

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.

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.

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

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.

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

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.

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.

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).

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.

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.

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.

Allow me to download rendered client list when I update columns or search for specific results in the updated client list.

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.

We service clients in other states and in different time zones than our organization. When clients receive appointment reminders or view their appointments on the portal, have the appointment time be displayed in their time zone. Sometimes clients call confused because no time zone is displayed and they think there's been a scheduling mistake.

When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.

have a way to merge information between family members files such as address/insurance info/intake info and potential to merge treatment planning goals as applicable. (something less cumbersome than copy and paste between files)

Develop a safety plan that would automatically prepopulate local emergency numbers