TheraNest App
We love to hear TheraNest feature requests from you! Use the field below to search for existing ideas. Vote on ideas you like or agree with. If you have a new idea that hasn’t been submitted by anyone else, submit it. If you have many ideas, submit them separately.
263 results found
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Add notes column to client list
Allow me to customize the client list grid so I can include the client notes from the client details page.
6 votes -
Display age of household members in client details
When I add a household member in the client's details under Manage Household Info and I enter that person's date of birth, have TheraNest calculate and display the age of that person.
1 vote -
Support international client addresses and phone numbers
Allow me to add foreign addresses and phone numbers in a client's details. We provide teletherapy services to clients outside of the country.
10 votes -
Display client's preferred name throughout TheraNest
I'd like for all account information to show the client's preferred name, unless it has to do with billing. It's quite difficult to respect a trans client's preferred name when their non-preferred or "dead name" is constantly being flashed in front of the therapist.
27 votes -
Keep search inputs in clients list
Keep the search inputs I entered when searching the Clients list and switching between active and all clients.
3 votes -
Preview client portal invitation email
Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.
5 votes -
Manage staff caseloads
Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.
4 votes -
Auto-format fields (dates, State, phone number etc.)
It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
49 votes -
Add Client Portal to Clients section
To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!
11 votes -
Improve Client Name Search
Improve the client search field by showing client names when I type in a few characters, a middle name, a first name + last name, etc.
11 votes -
Add addendum to contact log
Allow me to add an addendum to a contact log in case I forget to include information after signing it.
9 votes -
Add new name field to client details
Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on legal documentation.
13 votes -
Add client address Clients list
Allow me to customize the grid to include the client's address when viewing the list of clients.
1 vote -
Add page navigation to top of clients list
When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.
9 votes -
Display client credit on clients list
Allow me to customize the grid for the clients list to display any credits the client has.
56 votes -
Add default service type column to Client List
Add a column for clients' assigned service types and allow sorting and searching in the column.
4 votes -
Allow searching for client name using partial characters
When searching fast it would be nice to search say "jamie knott" quickly as "ja kn".
22 votes -
Add previous last name/maiden name field
Allow me to add a client's previous last name or maiden name to their client details.
2 votes -
Prevent a client from being double booked
Similar to staff not being able to be double booked, prevent a client from being double booked.
25 votes -
Ability to remove all clients from a group
Current behavior is that you need to have 2+ clients assign to a group before removing any clients. Looking to have the ability to remove any amount of a clients from a group.
13 votes
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