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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Sort client list by assigned staff
Allow me to sort the client list by the Assigned Staff column.
1 vote -
Customize grid for prospective clients list
When viewing the prospective clients list, allow me the option to hide some columns that I don't use.
13 votes -
Add contact to prospective clients list
Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
4 votes -
Add archived client to prospective clients list
Instead of unarchiving a client and making them active, allow me to add them to the prospective clients list.
10 votes -
Add tag or status to prospective clients
Allow me to tag or add a status to each client on our prospective clients list so we can manage the list easier.
6 votes -
Allow prospective clients portal access
Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.
14 votes -
Add treatment plan review date to the client's details page
When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.
4 votes -
Add page numbers to intake forms
Show page numbers when viewing the PDF of an intake form.
4 votes -
Display insured ID # in left sidebar when viewing client details
When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
8 votes -
Limit staff view of appointments to cases
Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.
1 vote -
Multi-sorting in client list
Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.
1 vote -
Don't send emails for revoked intake forms
Don't send the client an email if I revoke an intake form on their client portal.
8 votes -
View clients only I'm assigned to in client list
When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.
18 votes -
Add termination date to client's details
Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.
6 votes -
Archive clients on prospective clients list
Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
23 votes -
Prioritize the prospective clients list
Allow me to prioritize the prospective clients so I know which client should be seen next when an opening is available.
9 votes -
Add COVID vaccination status in the patient's chart
In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.
2 votes -
Add a place for staff notes in the client's chart
When viewing a client's chart/information, allow me a place to write notes so that I can communicate with my staff about important information related to the client.
10 votes -
Make religion a free-text field
When we enter the client's religion or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
1 vote -
Make marital status a free-text field
When we enter the client's marital status or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
2 votes
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