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TheraNest App

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260 results found

  1. Add the Adult ADHD Self-Report Scale as an intake form

    Have TheraNest add the Adult ADHD Self-Report Scale (ASRS-v1.1) to the list of intake forms so that I don't have to create it myself.

    6 votes

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  2. Pop-up alerts when accessing a client's details

    Allow me to create alerts that pop-up when anyone navigates to the client's details.

    6 votes

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  3. 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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  4. Add termination date to client's details

    Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.

    6 votes

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  5. Option to open new case when unarchiving client

    When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.

    6 votes

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  6. Export client records

    Allow me to print or download a client's entire record, or records for multiple clients.

    6 votes

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  7. Add notes column to client list

    Allow me to customize the client list grid so I can include the client notes from the client details page.

    6 votes

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  8. Send intake forms to clients via text message

    Allow me to send forms to clients via text message for them to fill out on their phones.

    5 votes

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  9. 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

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  10. 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

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  11. 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

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  12. Link for Client Scheduling, Forms, Messaging, Etc. Without Creating Portal Account

    I would prefer the ability to allow clients to schedule, submit forms, message, or access telehealth features w/ a link or general form that can be embedded onto my website and/or emailed without having clients set up a client portal account, such as something you might find on many dentist office or other professional websites.

    This would allow me to use more of theranest's features, decrease the amount of explanation I have to provide to help clients use the features, be more useful for new clients that have not started treatment yet to easily initiate services/schedule assessments/enter preliminary intake information,…

    5 votes

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  13. Preview client portal invitation email

    Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.

    5 votes

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  14. Display archived date on archived clients list

    Allow me to see the date I archived the client when viewing the list of archived clients.

    5 votes

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  15. Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form

    Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form so I don't have to recreate it in TheraNest.

    4 votes

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  16. Create an appointment reminders schedule per client

    Allow me to set an appointment reminders schedule at the client level rather than the organization level. We have some clients that need more frequent reminders.

    4 votes

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  17. Search contact network

    Allow me to search for people who are in the contact network for my clients. Sometimes a person may start as a contact, but then end up a client and I want to see if we've already added them as a contact so I don't create a duplicate client.

    4 votes

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  18. 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

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  19. 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

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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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