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
-
Keep grid header static in clients list
When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.
1 vote -
Indicate if the duplicate client is due to a prospective client
When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).
1 vote -
Go to client's details after unarchiving
After unarchiving a client, give me the option of going straight to the client's record.
1 vote -
View only assigned clients in prospective clients list
If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.
1 vote -
Don't alert me when I unarchive a client
Don't alert me when I unarchive a client because it adds an extra step to my workflow.
1 vote -
Create an appointment reminders schedule per client
Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.
4 votes -
Remove "undefined" option from legal sex field
When filling out a client's information, remove the "undefined" option from the Legal Sex field.
1 vote -
Assign all staff to a client
When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.
3 votes -
View invoices from a client's appointments list
When viewing the client's list of appointments, allow me to see if the date of service has been invoiced or not.
1 vote -
Bulk upload prospective clients
Allow me a way to bulk upload a list of clients to the prospective clients list.
1 vote -
Recover deleted files
Allow me to recover a deleted file from a client's General or Clinical Documents for a period of time in case something was deleted in error.
2 votes -
Delete unused client dynamic forms
Allow me to delete client dynamic forms that haven't been used.
9 votes -
Make client details less visually overwhelming
Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.
2 votes -
Save created dynamic form elements
When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.
2 votes -
Client-level activity log
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
3 votes -
Edit or revoke text after sending
When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.
2 votes -
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 -
Add multi-select form element
Allow me to add a form element to Dynamic Forms that allows me or the client to check multiple options under a question.
21 votes -
Don't require a location when adding a client
When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
1 vote -
Warning when archiving a client with open cases
Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
1 vote
- Don't see your idea?