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
-
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 -
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 -
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 -
Add client address Clients list
Allow me to customize the grid to include the client's address when viewing the list of clients.
1 vote -
Store received intake forms individually instead of bundled as one PDF
When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.
16 votes -
Add address field when adding household members to a client
When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.
3 votes -
Customize default message when sharing forms
When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.
17 votes -
Label contact info in client details
I work w/ a lot of kids and it'd be helpful to be able to clarify in the contact info, which numbers are the kids', which numbers are their parents', etc.
12 votes -
Add school information to client details
Allow me to add more information about a client's school information in their client details.
3 votes -
Send appointment reminders to multiple contacts
Allow me to send appointment reminders to multiple phone numbers and/or email addresses. Some clients that are children may have divorced parents and both want to be alerted that their child has an appointment.
377 votes -
Add fax number for primary care physician
When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.
3 votes -
Remove demographic fields in TheraNest & Client Portal
Allow me to remove some of the demographic fields that are displayed in TheraNest and the Client Portal. There are some fields we don't need to capture (e.g. Religion).
92 votes -
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 -
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 -
Display archived date on archived clients list
Allow me to see the date I archived the client when viewing the list of archived clients.
5 votes -
Reminders/alerts for important life/therapy events
Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).
10 votes -
Automatically generate client ID
Have TheraNest automatically generate the Client IDs so I don't have to remember to do this for each client.
11 votes -
Dynamic Client Search Engine
it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see the list of clients.
16 votes -
Add a safety plan
Develop a safety plan that would automatically prepopulate local emergency numbers
45 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
- Don't see your idea?