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TheraNest App

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261 results found

  1. Make it easier to delete a client

    When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.

    1 vote

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  2. Save portal invitations and new form messages to the contact log

    When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.

    3 votes

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  3. Add the Adult ADHD Self-Report Scale as an intake form

    Have TheraNest add the Adult ADHD Self-Report Scale (ASRS-v1.1) to the list of intake forms so that I don't have to create it myself.

    6 votes

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  4. Record previous name in client's details

    For clients that get married or go through a legal name change, allow me to maintain a record of their previous name.

    1 vote

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  5. Send intake forms to clients via text message

    Allow me to send forms to clients via text message for them to fill out on their phones.

    5 votes

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  6. Pop-up alerts when accessing a client's details

    Allow me to create alerts that pop-up when anyone navigates to the client's details.

    6 votes

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  7. Notate primary contact in client's details

    Allow me to identify the primary contact for a client in their client details or their contact log.

    2 votes

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  8. Hide form name on dynamic forms

    Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.

    3 votes

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  9. Search contact network

    Allow me to search for people who are in the contact network for my clients. Sometimes a person may start as a contact, but then end up a client and I want to see if we've already added them as a contact so I don't create a duplicate client.

    4 votes

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  10. View when credit cards were updated

    When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.

    3 votes

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  11. Redact credit card info on CC authorization form

    If I send my clients a credit card authorization form, have their card number be redacted when I save it to their General or Clinical Documents.

    1 vote

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  12. Display client's pronouns in left sidebar

    When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.

    2 votes

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  13. Allow prospective clients portal access

    Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.

    14 votes

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  14. Show diagnosis codes in client list

    When viewing the client list, allow me to customize the grid to see the diagnosis codes.

    2 votes

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  15. Don't update name changes on previous documentation

    When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.

    1 vote

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  16. Display staff as LastName, FirstName when assigning to clients

    When assigning staff to clients, display staff names as LastName, FirstName.

    2 votes

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  17. Display co-insurance in left sidebar when viewing a client's details

    When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.

    1 vote

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  18. Autofill forward slash when entering birth date

    When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.

    3 votes

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  19. Customize grid for prospective clients list

    When viewing the prospective clients list, allow me the option to hide some columns that I don't use.

    13 votes

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  20. View clients only I'm assigned to in client list

    When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.

    18 votes

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