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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Increase file size limit in general and client documents
Increase the limit for the file sizes I can upload to a client's general documents and clinical documents so I can upload files that are larger than 10MB.
46 votes -
Add a safety plan
Develop a safety plan that would automatically prepopulate local emergency numbers
45 votes -
Copy client's information to different client
Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
44 votes -
Send forms to multiple clients
Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.
41 votes -
Set a default place of service per client
Set a place of service default from the client details page so that any invoice and progress note auto-populates with that place of service.
40 votes -
Automatically populate city and state with the zip code
Have the client's city and state automatically populate when I type in the zip code.
35 votes -
View when invoices, superbills, and statements were sent from client ledger
Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.
34 votes -
Organize dynamic forms & intake forms into folders
Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new clients without having to hunt through a long list.
34 votes -
Unarchive groups
Allow me to unarchive a group.
33 votes -
Add client name and ID number to all documents
Have the client's name and ID appear on all clinical documents and dynamic forms.
31 votes -
Automatically copy address from client to insured
It would be helpful and time saving if I could poke a button to copy the address info that was entered for the client to the insured's info - perfect for when client is spouse or child of insured!
30 votes -
Share non-intake documents with clients on the client portal
Allow me to share other documents, outside of intake/custom forms, with clients on the client portal (e.g., session worksheets).
29 votes -
Remove numbers from titles on intake forms
Remove the numbers that precede the titles when viewing an intake form.
26 votes -
Display client's preferred name throughout TheraNest
I'd like for all account information to show the client's preferred name, unless it has to do with billing. It's quite difficult to respect a trans client's preferred name when their non-preferred or "dead name" is constantly being flashed in front of the therapist.
26 votes -
Prevent a client from being double booked
Similar to staff not being able to be double booked, prevent a client from being double booked.
25 votes -
Save sorting selections in client list
If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.
24 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 -
Indicate preferred contact method in client's chart
When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
22 votes -
Allow searching for client name using partial characters
When searching fast it would be nice to search say "jamie knott" quickly as "ja kn".
22 votes -
Hide or remove tabs from clients and cases
I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
21 votes
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