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TheraNest App

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109 results found

  1. Remind staff to complete the treatment plan

    Set an alert to remind the therapist that the Treatment Plan is due after the 3rd visit

    73 votes

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  2. Provide automatic alerts for missing progress notes

    It would be helpful to be able to select a client and the system automatically alert you to missing progress notes.

    132 votes

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  3. Customize first appointment email

    Allow me to customize the first appointment email so I can include text about our cancellation policy or invite them to join the client portal.

    21 votes

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  4. Archive or delete practice chat messages

    Allow me to delete or archive practice chat message threads.

    34 votes

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  5. Alert for when a client has been closed for 7 years

    Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fully delete the client from TheraNest.

    61 votes

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  6. Include location in email when appointment is scheduled

    Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.

    20 votes

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  7. Set different times for each type of appointment reminder

    Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.

    53 votes

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  8. Client birthday reminders

    Remind me when it's a client's birthday so that I can wish them a happy birthday during our next session.

    175 votes

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  9. Send mass email or text alert to clients without client portal subscription

    When there are weather cancellations or office closing, allow text messages / emails to be generated like appt confirmations.

    118 votes

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