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TheraNest App

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263 results found

  1. Include secondary insurance in client import

    When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.

    2 votes

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  2. Display more recurring appointments when loading full history

    When viewing a client's appointment history and clicking "Load Full History", only recurring Appointments 60 days into the future will be displayed. Have more appointments be displayed so I can actually see more of their history.

    15 votes

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  3. Add contact to prospective clients list

    Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.

    4 votes

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  4. Indicate which country the client lives in

    We service clients in different countries. Allow me to indicate in the client's details which country they live in.

    1 vote

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  5. Include Group Notes to Supervisory review

    Supervisors to receive notifications to review and co-sign the group notes under the "Group Note and Attendance" tab in the same way the individual progress notes in the "Progress Notes" tab do.

    9 votes

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  6. Add termination date to client's details

    Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.

    6 votes

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  7. Add page numbers to intake forms

    Show page numbers when viewing the PDF of an intake form.

    4 votes

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  8. Indicate if contact has filled out release

    When viewing a client's contact network, allow me to indicate which contacts have filled out a release.

    2 votes

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  9. Alert me if I'm archiving a client with a balance

    Alert me or warn me if I attempt to archive a client that has a balance or refund.

    0 votes

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  10. Default clients page to my clients

    When clicking the "clients" page, have it default to "my clients" vs "all clients".

    3 votes

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  11. Display clients as Last Name, First Name in client list

    When viewing the client list, have the clients be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting by last name it's easier to find the client I'm looking for.

    7 votes

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  12. Print text messages (reminders log)

    Allow me to print the reminders log for a client.

    0 votes

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  13. Add more options to type of residence dropdown

    Under a client's "Additional Details", add more options to the "Type of Residence" dropdown such as ILF and ALF.

    1 vote

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  14. Add form count to each case or client form

    When creating a Case or Client dynamic form and viewing the tabs in the client's details or case, have a count on each tab so I can see how many times the form has been filled out.

    1 vote

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  15. Allow therapists to see contact network members not assigned to them

    As a therapist, allow me to view members of a client's contact network even if I'm not assigned to the client in case I need to reach out on behalf of another therapist.

    3 votes

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  16. Remember items per page preferences

    At the bottom of the client page, there is the option to select the number of clients that display. Have TheraNest remember what number I set so I don't have to set it every time I view the client list or other similar places in TheraNest.

    19 votes

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  17. 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.

    90 votes

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  18. Add treatment plan review date to the client's details page

    When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.

    4 votes

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  19. Organize dynamic forms & intake forms into folders

    Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new clients without having to hunt through a long list.

    34 votes

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  20. Add ethnicity field to client details

    When filling out a client's details, allow me to add their ethnicity as well as their race.

    7 votes

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