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TheraNest App

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263 results found

  1. Make sexual orientation a free-text field

    When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

    3 votes

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  2. Send reauthorization reminders to billers

    Allow billers to receive reauthorization reminders without having to assign them to each client.

    1 vote

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  3. Display clients as Last Name, First Name in client list

    When viewing the client list, have the clients be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting by last name it's easier to find the client I'm looking for.

    7 votes

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  4. Add client availability to prospective clients list

    When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.

    12 votes

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  5. Add emails when sharing forms to contact log

    When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.

    1 vote

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  6. Permission to view only prospective clients list

    Make a permission so we can have staff members only view the prospective clients list without managing it.

    2 votes

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  7. Add type of therapy to prospective clients list

    When adding a client to the prospective clients list, allow me to indicate what type of therapy they are seeking (e.g., individual, group, family, etc.).

    2 votes

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  8. Add how client contacted us to prospective clients list

    When adding a prospective client, allow me to note in its own field how they reached out to our organization (i.e., called or emailed).

    5 votes

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  9. Indicate preferred contact method in prospective clients list

    When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.

    1 vote

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  10. Add referral source to prospective clients list

    When adding a client to the prospective clients list, allow me to add their referral source.

    7 votes

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  11. Add insurance to prospective clients list

    When adding a client to the prospective clients list, allow me to add the name of their insurance provider.

    19 votes

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  12. Edit date added in prospective clients list

    When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.

    7 votes

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  13. Document communication in prospective clients list

    When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.

    15 votes

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  14. Document hospitalizations in client's chart

    When viewing a client's chart, allow me to document a client's hospitalizations.

    1 vote

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  15. Document medication in the client's chart

    When viewing a client's chart, allow me a place to document and track the medication a client is taking.

    11 votes

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  16. Add income classification to client for United Way reporting

    When filling out a client's details, allow me to add their income classification because we need this for United Way reporting.

    1 vote

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  17. Add ethnicity field to client details

    When filling out a client's details, allow me to add their ethnicity as well as their race.

    7 votes

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  18. Include Group Notes to Supervisory review

    Supervisors to receive notifications to review and co-sign the group notes under the "Group Note and Attendance" tab in the same way the individual progress notes in the "Progress Notes" tab do.

    9 votes

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  19. Add client to more than one family group

    Allow me to add a client to more than one family group.

    1 vote

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  20. 2 votes

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