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TheraNest App

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262 results found

  1. Drag and drop files from other sources into client's documents

    When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.

    1 vote

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  2. Autofill forward slash when entering birth date

    When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.

    3 votes

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  3. Send intake forms to clients via text message

    Allow me to send forms to clients via text message for them to fill out on their phones.

    5 votes

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  4. Change default demographic fields to "Not yet selected"

    When viewing a client's demographic fields, change the default from "Undefined" to "Not yet selected", because sometimes "Undefined" is an accurate description so it would be easier to differentiate between what fields a client has filled out vs. what they haven't.

    1 vote

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  5. Generate client IDs without initials

    When I click to generate an ID for a client, have it generate without the client's initials.

    1 vote

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  6. Pop-up alerts when accessing a client's details

    Allow me to create alerts that pop-up when anyone navigates to the client's details.

    6 votes

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  7. Move active clients to prospective clients list

    Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.

    3 votes

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  8. Allow providers to re-invite clients to the portal

    As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.

    1 vote

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  9. Disable gender identify fields

    Allow me to disable the Gender Identity, Pronouns, and Sexual Orientation fields in TheraNest.

    3 votes

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  10. 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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  11. Add race and gender fields to a client's household

    When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.

    2 votes

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  12. Allow therapists to create client flags

    As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.

    2 votes

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  13. Change "sex" field in client details & portal

    Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.

    2 votes

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  14. Allow clients to add themselves to prospective clients list

    Have a way for new clients to fill out information and add themselves to the prospective clients list.

    4 votes

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  15. 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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  16. Add proof of identification to client details

    Allow me to indicate in the client's details that they provided proof of identification.

    1 vote

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  17. Add notes to contacts in contact network

    Allow me to add notes about a contact in a client's contact network.

    1 vote

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  18. Add permission for deleting files

    Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

    2 votes

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  19. Print text messages (reminders log)

    Allow me to print the reminders log for a client.

    0 votes

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  20. 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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