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.
263 results found
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Improve Client Name Search
Improve the client search field by showing client names when I type in a few characters, a middle name, a first name + last name, etc.
11 votes -
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 -
Support international client addresses and phone numbers
Allow me to add foreign addresses and phone numbers in a client's details. We provide teletherapy services to clients outside of the country.
10 votes -
Option to open new case when unarchiving client
When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.
6 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 -
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 -
Closed Captioning for Virtual Appts.
Virtual Platform needs closed captioning for hard of hearing clients.
4 votes -
Add new name field to client details
Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on legal documentation.
13 votes -
Email Progress Update to Referral Source
It would be helpful to have a simple way to enter referral, such as probation, attorney, court staff etc; and allow the system to send progress updates via email for each client. Ideally this would be one email with a PDF attachment of the client progress updates for each referral source.
Currently I have to copy information from Theranest into a merge Word document to send an email to each contact.
It would save a tremendous amount of time for the therapist to have this option.
4 votes -
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 -
Add Client Portal to Clients section
To get to client portal - I have to go to organization. I want to be able to access client portal from client area. so much clicking!
11 votes -
Add notes column to client list
Allow me to customize the client list grid so I can include the client notes from the client details page.
6 votes -
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 -
Add ability to mark a client as deceased
Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an appt or billing calling about questions, etc. All can see client deceased and what date and then handle appropriately. We are not archiving a client until all balances are zero'd, so this has been an issue. Even if I mark case closed, people don't know client has deceased.
4 votes -
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 -
Default client's intake date field to date of first kept appointment
I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date. It should be the day they filled everything out, either via the portal or in the office.
67 votes -
Add assigned staff to left sidebar when viewing a client's chart
When viewing a client's chart, allow me to view the assigned staff on the left sidebar so that I don't have to navigate away from the chart to view that information.
1 vote -
Different Portal Preferences for Different Therapists
We have been trying to use the portal in our group with 11 therapists. Annoyingly, it seems that portal preferences have to be used by the entire group meaning if 1 therapist desires a certain setting, the rest of the therapists have to use that same portal setting. We would like to be able to have portal preferences that are different for every single therapist because we have some therapists that want one preference and other therapists that want a different preference.
3 votes -
Identify client session frequency under customized grid on client list.
It would be helpful to be able to look at your client list and identify clients as "weekly," every other week," pending discharge," etc. I know I often need to see how many are weekly vs. bi-weekly when considering schedule changes to my caseload and I have to go through and manually count them up because this feature is not yet available.
1 vote -
Send COVID screening questionnaire before appointment
Create a COVID screening questionnaire and have it sent automatically to clients 24hrs before their appointment.
3 votes
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