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.
244 results found
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View appointment status on printed agenda
Show the appointment status when I print the Agenda so I distinguish the canceled and no-show appointments.
4 votes -
View coinsurance on the Agenda
Allow me to view a client's coinsurance on the calendar and/or agenda.
4 votes -
Filter agenda by balance due
Allow me to filter the agenda by client balance.
4 votes -
Client appointment sign in
Allow clients to sign in for their appointments.
4 votes -
Add client to group from appointment
Allow me to add a client to a group from the appointment screen. It would benefit our practice by streamlining the process of doing notes for groups when a client attends a group that is not within their treatment plan.
4 votes -
Breakout rooms for telehealth
Allow me to create breakout rooms for telehealth sessions.
4 votes -
Automatic rollover to 2021
I've noticed that when I am scheduling for an appointment in January, the year doesn't automatically roll over to 2021 -- and then the appointment doesn't going into the calendar. This is when I'm scheduling from the Client Details page - it's not an issue of course if I am clicking on the date I want from the Calendar. I hope that's an easy fix.
4 votes -
reschedule appointment from client chart
Instead of delete being the only option when viewing appointments in the client's chart, please add Reschedule or Cancel as options.
4 votes -
Remove service type from synced calendars
Don't display the service type on synced calendar appointments.
4 votes -
Make exceptions for conflicts with recurring appointments
Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this appointment date," but schedule the other recurring appointments for which there are no conflicts.
4 votes -
Make appointment notes more obvious
Have an icon or an alert show in the calendar view if we have a note on an appointment. I know a preview of the note is displayed on the appointment block, but those can be easily overlooked given how much other information appears on the appointment block.
4 votes -
Display client's date of birth on the agenda
Option to have the client's date of birth easily accessible on the agenda.
4 votes -
Differentiate clients with the same initials
When you have the "Show only client initials in Calendar and staff email alerts" setting enabled, it shows the first letter of the client's first and last name. If I have more than one client with the same initials, I can't tell them apart when this setting is on.
4 votes -
Add weekly view to the agenda
When viewing the Agenda, allow me to view all appointments for the week instead of just for the day.
4 votes -
Create all the day's invoices from the Agenda
Allow me a quick way to create all the invoices from today's appointments from the Agenda.
3 votes -
Indicate payment status on appointment
When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).
3 votes -
Remove cancellation reason if status changes
If I originally mark an appointment as canceled and then change it to upcoming, allow me to remove the original cancellation reason I entered because it no longer applies.
3 votes -
Default group case service type when creating appointment
When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.
3 votes -
Make it optional to freeze the calendar header
Allow me the option to freeze the calendar header (filters, days of the week, etc.) because sometimes I may want to see more of my calendar.
3 votes -
Show Rescheduled Appointments On Agenda
Leave reschedule appointments on the agenda with the status rescheduled. It would be helpful to see that an appointment has already been rescheduled in the status in the agenda then just seeing it was cancelled.
3 votes
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