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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Display status of client portal invite in client list
Please create either ability to filter the client list on the portal management page and/or the ability to pull a report (perhaps under detailed client) that shows the client's status in the portal (active/inactive) - this idea would be preferred so support staff can easily pull and report on this information rather than needing someone with organization level access to pull the report
7 votes -
Add address field when adding household members to a client
When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.
3 votes -
Add school information to client details
Allow me to add more information about a client's school information in their client details.
3 votes -
Send forms to multiple clients
Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.
41 votes -
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.
67 votes -
Add fax number for primary care physician
When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.
3 votes -
Add field for Remaining Out of Pocket Max
Under a client's Bill To & Insurance information, allow me to notate the remaining amount for the client's Out of Pocket Max, similar to how I can notate the remaining Deductible.
2 votes -
Label contact info in client details
I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.
12 votes -
Store received intake forms individually instead of bundled as one PDF
When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.
16 votes -
Customize default message when sharing forms
When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.
17 votes -
Share non-intake documents with clients on the client portal
Allow me to share other documents, outside of intake/custom forms, with clients on the client portal (e.g., session worksheets).
29 votes -
Display archived date on archived clients list
Allow me to see the date I archived the client when viewing the list of archived clients.
5 votes -
Set a default place of service per client
Set a place of service default from the client details page so that any invoice and progress note auto-populates with that place of service.
40 votes -
Keep history of past billing notes in client Bill To & Insurance details
Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
8 votes -
Reminders/alerts for important life/therapy events
Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).
10 votes -
Automatically generate client ID
Have TheraNest automatically generate the Client IDs so I don't have to remember to do this for each client.
11 votes -
View set payment amount on clients list
Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.
8 votes -
Dynamic Client Search Engine
it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see the list of clients.
16 votes -
Remove demographic fields in TheraNest & Client Portal
Allow me to remove some of 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).
92 votes -
Add client name and ID number to all documents
Have the client's name and ID appear on all clinical documents and dynamic forms.
31 votes
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