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TheraNest App

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260 results found

  1. View details of billing notes

    In the billing notes section of a client, allow me to see the date and author of the note.

    2 votes

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  2. Random drug screening

    Allow me to randomly select a client for a drug screen. This is required by our state for licensing and it would be nice to be able to do this inside of TheraNest.

    2 votes

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  3. Make race a free-text field

    When a client fills out their demographic information on the client portal or when I fill it out in TheraNest, make the "race" field a free-text field instead of a drop-down.

    2 votes

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  4. Redo Staff Page for Alphabetically

    Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?

    2 votes

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  5. Client portal help

    On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.

    2 votes

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  6. Send Portal Invite Via Text Message

    Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and they can put in their information even faster.

    2 votes

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  7. Limit document access for certain users

    As an admin, allow me to restrict certain client documents to be accessed by other users, or allow me to upload these documents to a different place in TheraNest. We may have uploaded a document that outlines rate information and we don't want everyone to have access to that.

    2 votes

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  8. Apply edits of forms to all copies

    If I edit a dynamic form or intake form, have those edits apply to all copies of the form.

    2 votes

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  9. Display phone number in reminders log

    When viewing the reminders log for a client, display the phone number that the reminder went to.

    2 votes

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  10. Adding an option to put in the apartment number

    When putting in clients who live in apartment complexes, there isn't an option to add an apartment number.

    2 votes

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  11. Add previous last name/maiden name field

    Allow me to add a client's previous last name or maiden name to their client details.

    2 votes

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  12. Add field for Remaining Out of Pocket Max

    Under a client's Bill To & Insurance information, allow me to notate the remaining amount for the client's Out of Pocket Max, similar to how I can notate the remaining Deductible.

    2 votes

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  13. Upload documents to prospective clients

    Allow me to upload documents to prospective clients.

    1 vote

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  14. The option to pull the Total Uninvoiced Amount by Kept appointments

    The customer would like the Total Uninvoiced Amount column to pull the totals by Kept appointments or at least the option to pull only by Kept Appointments. The customer does not want to see the uninvoiced amounts for Canceled or Rescheduled appointments.

    1 vote

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  15. Select "sex" when adding insurance to a new client

    Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal sex on the Client Details page first.

    1 vote

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  16. Add transportation company to client's details

    Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.

    1 vote

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  17. Add conditional logic to Dynamic Forms to show/hide elements

    Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.

    1 vote

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  18. Print a client's facesheet

    Allow me to print a facesheet that provides the client's demographics and insurance information all on one page.

    1 vote

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  19. Indicate if the duplicate client is due to a prospective client

    When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).

    1 vote

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  20. View only assigned clients in prospective clients list

    If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.

    1 vote

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