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.
74 results found
-
Filter client list by client flags
When viewing the client list, allow me to customize the grid to include any client flags and allow me to sort/filter by the flags.
31 votesA new customized grid option for Client Flag is available when viewing the client list.
-
Customized grid for archived clients
Allow me to customize the grid for archived clients and view "only" the information in the grid.
4 votesA ‘customize grid’ option has been added to the archived clients list so you can view more information for archived clients.
-
Show client flags when viewing archived clients
Allow me to view the client flags when viewing the list of archived clients.
8 votesClient flags can now be selected as a customized grid option when viewing archived clients.
-
Display client's time zone in appointment reminders
We service clients in other states and in different time zones than our organization. Include a time zone in appointment reminders because sometimes clients call confused because no time zone is displayed and they think there's been a scheduling mistake.
48 votesLocations can now have a time zone different from the organization's time zone. Appointment reminders for the location will now send in the location time zone (set to the organization time zone by default). Time zone codes (e.g., ET, CT, PT, etc.) can be added to your text and email reminder templates with the new {{LocationTimeZone}} placeholder.
-
Make legal gender field options only male and female
When selecting the client's legal gender, only allow a Male and Female option since this is what populates on the claim form and those are the only option available on the claim form.
3 votesThe Legal Gender field in the application and Gender field on the client portal have been renamed to Sex and will now contain the following options: Undefined, Male, and Female. Since this field is used for claims, the options are limited to what is available on the claim form. Any options that were previously selected outside of the three listed will still be seen in TheraNest, but only those three options are available going forward.
-
Assign staff members to prospective clients
When adding a client to the prospective clients list, allow me to assign a staff member.
15 votesStaff members can be assigned to prospective clients and will automatically be assigned to the client if the client is activated.
-
Report on or print prospective clients list
Allow me to run a report or print the list of prospective clients.
12 votesThe Prospective Clients list can now be exported to a PDF or CSV.
-
View payer on archived clients grid
When viewing the list of archived clients, allow me to customize the grid to include the client's payer.
4 votesThe payer can now be viewed for archived clients.
-
Allow all users to access and manage prospective clients list
Allow me to enable the permission for managing the prospective clients list to all users. This permission is disabled for therapists who can only view clients assigned to them.
7 votesAll users can now manage the Prospective Clients list. If the staff member can only view their assigned clients, the permission Can access and manage prospective clients list is no longer disabled.
-
Separate permission for adding active clients
Make a separate permission for being able to add active/new clients because we don't want our students to be able to add clients.
6 votesA new permission, Can create and import clients has been added to the Default Permissions which allows a staff member to import, create, archive, and unarchive clients. This is currently enabled by default for all staff members.
-
Add last appointment to archived clients list
When viewing the list of archived clients, show me the date of their last appointment so I know when I can permanently delete their records from TheraNest.
8 votesThe Last Kept Appointment can now be viewed for archived clients.
-
Add location to client list
When viewing the list of clients, allow me to customize the grid to include the location that's listed in the client's details.
2 votesLocation has been added as a customized grid option for the Clients list. This will allow you to view and filter by the client’s location set in their Details.
-
Add view for "All" clients in Client List
Add an additional filter to the client list that let's us see both active and archived clients in the client list.
59 votesA new toggle is available in the client list that allows you to view active and archived clients in the same list.
-
Add column for Client ID to Archived Clients list
The updated archived clients list does not have a column for client ID for archived clients, so it makes them impossible to find if you do not know the client name.
43 votesWe’re excited to let you know this suggestion has been implemented! Today we released an update to the Archived Client List with a new column for Client ID. This column is searchable making it easier to find archived clients with this information.
We are continuously working to improve TheraNest and we appreciate your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
-
Using same email for siblings
It would be nice to be able to send paperwork for multiple siblings to one parent email instead of them having to have multiple emails for the children
25 votesWith the client contact network, one email address can be used to access multiple portal accounts! To learn more about this feature, check out our help articles: https://theranest.zendesk.com/hc/en-us/articles/360059021411-Client-Contact-Network-Overview-
-
Transmit data over NC HealthConnex
Allow me to send and receive patient data over NC HealthConnex.
1 voteWe’ve connected to North Carolina’s Health Information Exchange, NC HealthConnex, for easy transmission of a client’s clinical and demographic data. Head to your organization’s Profile page to connect.
-
archived search options
It would be nice if we could search archived clients by the client's date of birth. Ideally it would be great if the archived search options were set up like the active search options, but adding the client's date of birth would at least help quite a bit.
5 votesA customized grid option has been added to the archived clients list allowing you to view and search for relevant information.
-
Add ability to flag clients
Add ability to manually flag clients in our system and show flag throughout TheraNest.
384 votes -
Display client's age in chart
When viewing a client's chart, allow me to see the client's age below their date of birth in the left sidebar.
6 votesThe client’s age is now displayed in the left sidebar when viewing a client’s chart. Stay up to date on all the changes in TheraNest by checking out our changelog!
-
View write-offs and payments in Paid Invoice List View
It's already annoying that the paid invoices are now on a new tab so I can't get a full overview of a client's account status on one page, but it is imperative that write-off amounts be included in the list view of paid invoices like the old version did. Showing client and insurance payment amounts would be great as well, but the write-offs are what are most important. I'd love to get everything back on one page for ease of processing as well, but obviously somebody made these changes because they thought they were helpful. Perhaps a customizable view for…
1 voteHello! We added these columns back on February 16th. Thank you for your feedback!
- Don't see your idea?