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.
262 results found
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Indicate preferred contact method in client's chart
When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
22 votes -
Mass assign staff to clients and cases
Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.
14 votes -
View date of last treatment plan when viewing clients list
When viewing My Clients or All Clients, allow me to add a customized grid option to view the date of their last treatment plan.
3 votes -
Remove "undefined" option from legal sex field
When filling out a client's information, remove the "undefined" option from the Legal Sex field.
1 vote -
View invoices from a client's appointments list
When viewing the client's list of appointments, allow me to see if the date of service has been invoiced or not.
1 vote -
Bulk upload prospective clients
Allow me a way to bulk upload a list of clients to the prospective clients list.
1 vote -
Specify time zone for clients
Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.
8 votes -
Assign all staff to a client
When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.
3 votes -
Edit or revoke text after sending
When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.
2 votes -
Recover deleted files
Allow me to recover a deleted file from a client's General or Clinical Documents for a period of time in case something was deleted in error.
2 votes -
Don't require a location when adding a client
When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
1 vote -
Hide or remove tabs from clients and cases
I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
21 votes -
Warning when archiving a client with open cases
Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
1 vote -
Make client details less visually overwhelming
Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.
2 votes -
Save created dynamic form elements
When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.
2 votes -
Make it easier to delete a client
When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
1 vote -
Redact credit card info on CC authorization form
If I send my clients a credit card authorization form, have their card number be redacted when I save it to their General or Clinical Documents.
1 vote -
Create an appointment reminders schedule per client
Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
4 votes -
Record previous name in client's details
For clients that get married or go through a legal name change, allow me to maintain a record of their previous name.
1 vote -
Don't update name changes on previous documentation
When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.
1 vote
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