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TheraNest App

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261 results found

  1. Make gender identity a free-text field

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

    9 votes

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  2. Alert me when a duplicate client is created

    Alert me if I create a duplicate client.

    9 votes

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  3. View deactivated staff name under assigned staff in client list

    We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.

    9 votes

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  4. Add addendum to contact log

    Allow me to add an addendum to a contact log in case I forget to include information after signing it.

    9 votes

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  5. Add page navigation to top of clients list

    When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.

    9 votes

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  6. Specify time zone for clients

    Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.

    8 votes

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  7. Prevent staff from viewing a specific client

    Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from viewing that one client.

    8 votes

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  8. 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

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  9. 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

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  10. Keep test client in TheraNest

    Have the test client from my TheraNest trial remain active in my account so if I need to see how something works or see what something looks like on the portal I can use the test client.

    8 votes

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  11. prevent phone calls from interrupting video session

    It would be most helpful if phone calls did not disturb the audio or video on telehealth sessions. Using the do not disturb call feature is not a solution as many people only have one phone and phone access is needed in case of an emergency.

    8 votes

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  12. Keep history of past billing notes in client Bill To & Insurance details

    Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.

    8 votes

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  13. View set payment amount on clients list

    Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.

    8 votes

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  14. Add access to client General & Clinical Documents

    The Client Portal has the client intake forms submitted as a pdf file to the General Documents section of TN, but the app has no way to access the document storage portions of the EHR.

    Ultimately, the app is of very little use unless you have a therapy session with an existing client and do not need to access any documents at any point of the session. (Which you have no way of knowing.) If I ever need to access any of that information, I need to open a browser window on my ipad and get it that way, so…

    8 votes

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  15. Add DOB to prospective clients list

    When adding a prospective client allow me to input their birthdate.

    7 votes

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  16. 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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  17. 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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  18. 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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  19. 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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  20. Rearrange tabs on client page

    When navigating to a client, allow me to rearrange the tabs that appear at the top of the screen (i.e., Details, General Documents, Reminders Log, etc.).

    7 votes

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