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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Indicate preferred contact method in client's chart
When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
22 votes -
Custom appointment reminders per client
Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.
109 votes -
Mass assign staff to clients and cases
Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.
14 votes -
Upload documents to prospective clients
Allow me to upload documents to prospective clients.
1 vote -
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 -
Hide or remove tabs from clients and cases
I would like the ability to hide or remove tabs in the Client's profile as well as Cases that are not relevant to my practice or I don't use. For example, we don't bill so I'd like to remove the Bill To & Insurance tab.
21 votes -
Add conditional logic to Dynamic Forms to show/hide elements
Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.
1 vote -
The option to pull the Total Uninvoiced Amount by Kept appointments
The customer would like the Total Uninvoiced Amount column to pull the totals by Kept appointments or at least the option to pull only by Kept Appointments. The customer does not want to see the uninvoiced amounts for Canceled or Rescheduled appointments.
1 vote -
Select "sex" when adding insurance to a new client
Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal sex on the Client Details page first.
1 vote -
Add transportation company to client's details
Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.
1 vote -
Access all client text messages from top navigation
Allow me to see all text message communication from clients in one place that's easily accessed from the top navigation.
2 votes -
Specify time zone for clients
Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.
8 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 -
Edit multiple clients at once
Allow me to edit some of the fields found in the client's details for multiple clients at once.
2 votes -
Print a client's facesheet
Allow me to print a facesheet that provides the client's demographics and insurance information all on one page.
1 vote -
Save sorting selections in client list
If I'm viewing the client list and sort the table, have TheraNest save my sorting preferences so if I navigate away and come back the sorting doesn't reset.
24 votes -
Add the Interpersonal Inventory as an intake form
Add Interpersonal Inventory as an intake form so I don't have to recreate it in TheraNest.
2 votes -
Add the Life Events Checklist as an intake form
Add the Life Events Checklist as an intake form so I don't have to recreate it in TheraNest.
2 votes -
Include archived clients when searching clients list
When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.
1 vote -
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
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