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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Add multi-select form element
Allow me to add a form element to Dynamic Forms that allows me or the client to check multiple options under a question.
21 votes -
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 -
Remember items per page preferences
At the bottom of the client page, there is the option to select the number of clients that display. Have TheraNest remember what number I set so I don't have to set it every time I view the client list or other similar places in TheraNest.
19 votes -
Make it possible to filter clients by insurance type and within that by age, gender, etc.
For a lot of our programs we have to run reports on different demographics and there seems to be no easy way to do it. It would be great if we could have different programs and be able to run stats/demographic info in the individual programs. I know for us that would help tremendously.
19 votes -
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 -
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 -
Add fields for emergency contact
In a client's details, allow me to add an address and email for a client's emergency contact.
18 votes -
Customize default message when sharing forms
When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.
17 votes -
Allow therapists to sign intake documents
Allow therapists to sign intake forms that are received from clients.
16 votes -
Store received intake forms individually instead of bundled as one PDF
When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.
16 votes -
Dynamic Client Search Engine
it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see the list of clients.
16 votes -
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 -
Mass assign staff to clients and cases
Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.
14 votes -
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 -
Display more recurring appointments when loading full history
When viewing a client's appointment history and clicking "Load Full History", only recurring Appointments 60 days into the future will be displayed. Have more appointments be displayed so I can actually see more of their history.
14 votes -
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 insured ID # as customized grid option for clients list
When viewing the list of clients, allow me to include their insured ID #.
14 votes -
Add second address field in client details
Allow me to capture two addresses for clients in cases of children with divorced parents or younger adults who have a college address and home address.
14 votes -
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 -
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
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