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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Client-level activity log
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
3 votes -
Turn on/off automatic credit card receipts for all clients
Allow me to turn on or off automatic credit card receipts for multiple clients at once instead of having to go into each client's billing information separately.
1 vote -
Save portal invitations and new form messages to the contact log
When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.
3 votes -
Notate primary contact in client's details
Allow me to identify the primary contact for a client in their client details or their contact log.
2 votes -
Custom appointment reminders per client
Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.
109 votes -
Display co-insurance in left sidebar when viewing a client's details
When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
1 vote -
Save sorting selections in client list
If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.
24 votes -
Change "Mormon" selection in religion field
Change the "Mormon" selection in the religion field to "The Church of Jesus Christ of Latter Day Saints."
1 vote -
Display client's pronouns in left sidebar
When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.
2 votes -
Delete unused client dynamic forms
Allow me to delete client dynamic forms that haven't been used.
9 votes -
Create an encounter form that I can send to clients on the portal
Allow me to create an encounter form that pulls in appointment information so clients that I see for telehealth can sign the form.
1 vote -
Show diagnosis codes in client list
When viewing the client list, allow me to customize the grid to see the diagnosis codes.
2 votes -
Display staff as LastName, FirstName when assigning to clients
When assigning staff to clients, display staff names as LastName, FirstName.
2 votes -
View when credit cards were updated
When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
3 votes -
Add the Adult ADHD Self-Report Scale as an intake form
Have TheraNest add the Adult ADHD Self-Report Scale (ASRS-v1.1) to the list of intake forms so that I don't have to create it myself.
6 votes -
Unassign staff from client but not group
When a client is no longer attending a group, allow me to unassign a staff member from that client without unassigning them from the group.
1 vote -
Hide form name on dynamic forms
Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.
3 votes -
Put cursor in client's name field when viewing details
When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.
2 votes -
Search contact network
Allow me to search for people who are in the contact network for my clients. Sometimes a person may start as a contact, but then end up a client and I want to see if we've already added them as a contact so I don't create a duplicate client.
4 votes -
Prevent staff from viewing a specific client
Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from viewing that one client.
8 votes
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