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TheraNest App

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261 results found

  1. 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

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  2. 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

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  3. 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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  4. Indicate which country the client lives in

    We service clients in different countries. Allow me to indicate in the client's details which country they live in.

    1 vote

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  5. 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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  6. 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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  7. Add more options to type of residence dropdown

    Under a client's "Additional Details", add more options to the "Type of Residence" dropdown such as ILF and ALF.

    1 vote

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  8. Add form count to each case or client form

    When creating a Case or Client dynamic form and viewing the tabs in the client's details or case, have a count on each tab so I can see how many times the form has been filled out.

    1 vote

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  9. Allow more than 8 client flags

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

    1 vote

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  10. 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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  11. Customize group note template

    Allow me to customize the group note template in TheraNest.

    1 vote

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  12. 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

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  13. Merge folders under general documents

    If I have more than one folder under a client's General Documents or Clinical Documents, allow me to merge one folder into another.

    1 vote

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  14. 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

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  15. 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

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  16. 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

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  17. Sort client list by assigned staff

    Allow me to sort the client list by the Assigned Staff column.

    1 vote

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  18. 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

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  19. 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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  20. Make religion a free-text field

    When we enter the client's religion or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

    1 vote

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