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.
261 results found
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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 -
Include archived clients when searching clients list
When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.
1 vote -
Don't alert me when I unarchive a client
Don't alert me when I unarchive a client because it adds an extra step to my workflow.
1 vote -
Keep grid header static in clients list
When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.
1 vote -
Go to client's details after unarchiving
After unarchiving a client, give me the option of going straight to the client's record.
1 vote -
Remove "undefined" option from legal sex field
When filling out a client's information, remove the "undefined" option from the Legal Sex field.
1 vote -
View invoices from a client's appointments list
When viewing the client's list of appointments, allow me to see if the date of service has been invoiced or not.
1 vote -
Bulk upload prospective clients
Allow me a way to bulk upload a list of clients to the prospective clients list.
1 vote -
Don't require a location when adding a client
When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
1 vote -
Warning when archiving a client with open cases
Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
1 vote -
Make it easier to delete a client
When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
1 vote -
Redact credit card info on CC authorization form
If I send my clients a credit card authorization form, have their card number be redacted when I save it to their General or Clinical Documents.
1 vote -
Record previous name in client's details
For clients that get married or go through a legal name change, allow me to maintain a record of their previous name.
1 vote -
Don't update name changes on previous documentation
When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.
1 vote -
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 -
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 -
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 -
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 -
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 -
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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