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TheraNest App

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261 results found

  1. Remove numbers from titles on intake forms

    Remove the numbers that precede the titles when viewing an intake form.

    26 votes

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  2. Add DOB to prospective clients list

    When adding a prospective client allow me to input their birthdate.

    7 votes

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  3. Unassign staff from client but not group

    When a client is no longer attending a group, allow me to unassign a staff member from that client without unassigning them from the group.

    1 vote

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  4. View when invoices, superbills, and statements were sent from client ledger

    Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.

    34 votes

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  5. Allow providers to re-invite clients to the portal

    As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.

    1 vote

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  6. Add insurance to prospective clients list

    When adding a client to the prospective clients list, allow me to add the name of their insurance provider.

    19 votes

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  7. Add tag or status to prospective clients

    Allow me to tag or add a status to each client on our prospective clients list so we can manage the list easier.

    6 votes

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  8. Add more than one auth to a client

    Allow me to add more than one authorization number for a client. We get separate authorization numbers for each service type we use and I need to be able to link the auth number to the service type for the appropriate invoice.

    18 votes

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  9. Add notes to contacts in contact network

    Allow me to add notes about a contact in a client's contact network.

    1 vote

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  10. Allow more than 8 client flags

    Allow me to assign more than 8 flags to a client.

    1 vote

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  11. Add a place for staff notes in the client's chart

    When viewing a client's chart/information, allow me a place to write notes so that I can communicate with my staff about important information related to the client.

    10 votes

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  12. Don't send emails for revoked intake forms

    Don't send the client an email if I revoke an intake form on their client portal.

    8 votes

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  13. Feedback Informed Care (FIC)

    Allow my clients to complete FIC modules that I can report on to track progress.

    1 vote

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  14. Customize group note template

    Allow me to customize the group note template in TheraNest.

    1 vote

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  15. Document communication in prospective clients list

    When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.

    15 votes

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  16. Prioritize the prospective clients list

    Allow me to prioritize the prospective clients so I know which client should be seen next when an opening is available.

    9 votes

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  17. Document medication in the client's chart

    When viewing a client's chart, allow me a place to document and track the medication a client is taking.

    11 votes

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  18. Add client availability to prospective clients list

    When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.

    12 votes

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  19. Include secondary insurance in client import

    When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.

    2 votes

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  20. Add contact to prospective clients list

    Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.

    4 votes

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