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
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Archive clients on prospective clients list
Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
23 votes -
Allow clients to add themselves to prospective clients list
Have a way for new clients to fill out information and add themselves to the prospective clients list.
4 votes -
Put cursor in client's name field when viewing details
When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.
2 votes -
Turn on/off automatic credit card receipts for all clients
Allow me to turn on or off automatic credit card receipts for multiple clients at once instead of having to go into each client's billing information separately.
1 vote -
Create an encounter form that I can send to clients on the portal
Allow me to create an encounter form that pulls in appointment information so clients that I see for telehealth can sign the form.
1 vote -
Move active clients to prospective clients list
Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.
3 votes -
Carryover address from details tab to bill to & insurance tab
If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.
4 votes -
Disable gender identify fields
Allow me to disable the Gender Identity, Pronouns, and Sexual Orientation fields in TheraNest.
3 votes -
Add archived client to prospective clients list
Instead of unarchiving a client and making them active, allow me to add them to the prospective clients list.
10 votes -
Add permission for deleting files
Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.
2 votes -
Change "Mormon" selection in religion field
Change the "Mormon" selection in the religion field to "The Church of Jesus Christ of Latter Day Saints."
1 vote -
Drag and drop files from other sources into client's documents
When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
1 vote -
Add race and gender fields to a client's household
When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.
2 votes -
Display insured ID # in left sidebar when viewing client details
When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
8 votes -
Allow therapists to create client flags
As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.
2 votes -
Change "sex" field in client details & portal
Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.
2 votes -
Change default demographic fields to "Not yet selected"
When viewing a client's demographic fields, change the default from "Undefined" to "Not yet selected", because sometimes "Undefined" is an accurate description so it would be easier to differentiate between what fields a client has filled out vs. what they haven't.
1 vote -
Generate client IDs without initials
When I click to generate an ID for a client, have it generate without the client's initials.
1 vote -
Indicate if client wants to receive voicemails
Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
5 votes -
Add proof of identification to client details
Allow me to indicate in the client's details that they provided proof of identification.
1 vote
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