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.
263 results found
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Add referrer to clients list
When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.
2 votes -
Custom appointment reminders per provider
As a provider, allow me to customize one appointment reminder template that my clients receive. Right now, the organization customizes the message, but I'd like to change it for my clients only.
12 votes -
Make gender identity a free-text field
When we enter the client's gender identity or when a client enters their gender identity on the client portal, make it a free-text field instead of a drop-down field.
9 votes -
Add referral source to prospective clients list
When adding a client to the prospective clients list, allow me to add their referral source.
7 votes -
Edit date added in prospective clients list
When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
7 votes -
Reduce file size of PDFs
When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.
1 vote -
Have certain forms always available on the portal
I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.
1 vote -
Blocklist a client
Create an ability to flag a client, a name, an email and other contact information on Theranest. So if we know we have an issue client or possible client, they cannot be added to theranest or it pops up an alert that they have been flagged or blocklisted.
1 vote -
Show planned interventions from last note on client's chart
When viewing a client's chart, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.
1 vote -
Add address to prospective clients list
When adding a prospective client allow me to input their address.
2 votes -
Move diagnosis code to client details
Instead of inputting the client's diagnosis codes under Diagnostic Impressions, allow me to enter the diagnosis codes somewhere on the Client Details page. I want to be able to quickly view this from the client's page rather than finding it in a note. We also have some staff members that need to reference the client's diagnosis when calling insurance, but they shouldn't have access to the case.
13 votes -
Make client notes more prominent
When navigating to a client's details page or viewing the agenda, make the Client Notes prominent so our staff is more likely to read the information.
10 votes -
Sort client list by assigned staff
Allow me to sort the client list by the Assigned Staff column.
1 vote -
Add multiple copays
Allow me to add multiple copays for an insurance plan. Sometimes the copays are different for in-person vs telehealth, or individual vs. family sessions and we need to charge the client correctly.
14 votes -
Add how client contacted us to prospective clients list
When adding a prospective client, allow me to note in its own field how they reached out to our organization (i.e., called or emailed).
5 votes -
Organize clients lists
Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
5 votes -
Add COVID vaccination status in the patient's chart
In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.
2 votes -
Customize portal invite message for contacts in contact network
When I add an individual to a client's contact network, allow me to customize the portal invitation message they receive.
11 votes -
Limit staff view of appointments to cases
Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.
1 vote -
Multi-sorting in client list
Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.
1 vote
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