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TheraNest App

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260 results found

  1. Notate primary contact in client's details

    Allow me to identify the primary contact for a client in their client details or their contact log.

    2 votes

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  2. Display client's pronouns in left sidebar

    When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.

    2 votes

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  3. Show diagnosis codes in client list

    When viewing the client list, allow me to customize the grid to see the diagnosis codes.

    2 votes

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  4. Display staff as LastName, FirstName when assigning to clients

    When assigning staff to clients, display staff names as LastName, FirstName.

    2 votes

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  5. Put cursor in client's name field when viewing details

    When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.

    2 votes

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  6. Add race and gender fields to a client's household

    When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.

    2 votes

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  7. Allow therapists to create client flags

    As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.

    2 votes

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  8. Change "sex" field in client details & portal

    Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.

    2 votes

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  9. Add permission for deleting files

    Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

    2 votes

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  10. Include secondary insurance in client import

    When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.

    2 votes

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  11. Indicate if contact has filled out release

    When viewing a client's contact network, allow me to indicate which contacts have filled out a release.

    2 votes

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  12. Add address to prospective clients list

    When adding a prospective client allow me to input their address.

    2 votes

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  13. 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

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  14. 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

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  15. Make marital status a free-text field

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

    2 votes

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  16. Permission to view only prospective clients list

    Make a permission so we can have staff members only view the prospective clients list without managing it.

    2 votes

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  17. Add type of therapy to prospective clients list

    When adding a client to the prospective clients list, allow me to indicate what type of therapy they are seeking (e.g., individual, group, family, etc.).

    2 votes

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  18. 2 votes

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  19. Change default date range when viewing a client's appointments

    Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.

    2 votes

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  20. Directory for contact network

    Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.

    2 votes

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