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 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 -
Add treatment plan review date to the client's details page
When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.
4 votes -
Add page numbers to intake forms
Show page numbers when viewing the PDF of an intake form.
4 votes -
Rename tabs in clients and cases
Allow me to rename the tabs that appear in the client details or case information (e.g., rename Contact Log or Progress Notes) so I can rename them to something that fits my practice.
4 votes -
Sort client list by first name
Allow me to sort the client list by their first name.
4 votes -
Closed Captioning for Virtual Appts.
Virtual Platform needs closed captioning for hard of hearing clients.
4 votes -
Groups - delete members from appointments
When allowed to delete a member from an existing group, delete their future group appointments should be adjusted to delete from appoints automatically, or give me ability. I have group members gone a year, but names still show up in appointment lists, despite the fact I've deleted from Group.
Troubling because they could be charged accidently, and it throws off the attendance reports.
Thank you, Carol
4 votes -
Email Progress Update to Referral Source
It would be helpful to have a simple way to enter referral, such as probation, attorney, court staff etc; and allow the system to send progress updates via email for each client. Ideally this would be one email with a PDF attachment of the client progress updates for each referral source.
Currently I have to copy information from Theranest into a merge Word document to send an email to each contact.
It would save a tremendous amount of time for the therapist to have this option.
4 votes -
Add ability to mark a client as deceased
Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an appt or billing calling about questions, etc. All can see client deceased and what date and then handle appropriately. We are not archiving a client until all balances are zero'd, so this has been an issue. Even if I mark case closed, people don't know client has deceased.
4 votes -
Manage staff caseloads
Allow me to manage a staff's caseload by adding/removing clients or moving them to another therapist so I don't have to go into each client's chart.
4 votes -
Add default service type column to Client List
Add a column for clients' assigned service types and allow sorting and searching in the column.
4 votes -
Add copay to clients list
When viewing the Clients list, allow me to customize the grid to view the client's copay.
3 votes -
View date of last treatment plan when viewing clients list
When viewing My Clients or All Clients, allow me to add a customized grid option to view the date of their last treatment plan.
3 votes -
Assign all staff to a client
When we add a new client, allow me to easily assign all staff members instead of having to assign them one by one.
3 votes -
Client-level activity log
Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
3 votes -
Save portal invitations and new form messages to the contact log
When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.
3 votes -
View when credit cards were updated
When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
3 votes -
Hide form name on dynamic forms
Allow me to hide the form name when I create a Dynamic Form so it doesn't appear at the top of the page.
3 votes -
Autofill forward slash when entering birth date
When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.
3 votes -
Move active clients to prospective clients list
Allow me to move an active client to the prospective clients list for clients that never showed up for their appointment or never ended up scheduling.
3 votes
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