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
-
Separate client amount due and insurance amount due when viewing ledger grid
When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
55 votes -
Unarchive groups
Allow me to unarchive a group.
33 votes -
Display the day of the week in client Appointment History
It would be really helpful to see what day of the week a client has appointments in the "Appointments" page of their client account. Instead I have to go back and forth to the calendar to verify what days of the week they come in.
49 votes -
Designate clients as private pay
Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.
94 votes -
Add ability to create progress notes and view linked notes from client Appointments list
I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.
100 votes -
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 -
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 -
Ability to scan files directly into client's general or clinical documents
It would be great if you had a directing scanning option to scan documents directly into the system via a TWAIN enabled scanner verses scanning to the desktop and then uploading. Thanks
119 votes -
Merge duplicate clients
When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.
110 votes -
Autosave client details
When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
223 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 -
Make it possible to filter clients by insurance type and within that by age, gender, etc.
For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I know for us that would help tremendously.
19 votes -
Add a genogram builder function
A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that punctuate relationships. Genograms allow a therapist to quickly identify and understand various patterns in the client's family history which may have had an influence on the client's current state of mind.
53 votes -
Expand features for handling child/minor clients (notes, contacts, intake etc.)
Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized.
It would be nice, if you work with children, to have child friendly notes as well as a section specifically in regards to separation / divorce - a place to list information such as custody arrangements, etc.
Minor child clients require additional informed consents. It would be helpful to be able to customize which intake forms go to new clients when inviting them to…
194 votes -
Include Insurance company phone number on Insurance tab
When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
55 votes -
Enter clients as a couple or family
Allow me to enter clients as couples or families. I see mostly couples and I prefer not to split them up in TheraNest.
839 votes -
Add custom fields to client details page
Allow me to create my own custom fields that I can add to the client's profile so that I can track additional information outside of what TheraNest provides.
68 votes -
Add profile photos for clients and staff
Have a way to add a client photo to the client's details. It would help staff identify the client in the waiting room if they could see a photo.
138 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 -
Add fields for emergency contact
In a client's details, allow me to add an address and email for a client's emergency contact.
18 votes
- Don't see your idea?