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.
1564 results found
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Edit this and all future appointments when editing a series
When an appointment that's part of a series, allow me to edit the occurrence and all future events because I want to keep the past appointments as they are.
9 votes -
Staff pay rate by service type
Allow me to set a pay rate for each service type because I pay my staff based on the services they perform rather than a percentage.
17 votes -
Specify who gets notified of completed intake forms
Allow me to specify who gets notified when a client completes an intake form. As an admin, I want to be notified when any client completes a form without having to be assigned to every client. We also have intake coordinators who need to be notified as well.
29 votes -
Remove staff display order if staff can only view personal calendar
If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.
3 votes -
Open PDF of schedule in a new tab
When I print my schedule, open the PDF in a new tab instead of directly downloading it.
1 vote -
Define problem field in the invalid organization address notice
When I get an error message that something is wrong with my organization's address, tell me exactly what's wrong in the message so I know what to fix when I get to that page.
1 vote -
Send intake forms automatically at a given cadence
Allow me to schedule certain intake forms to be sent on a specific cadence (e.g., monthly, yearly, etc.).
6 votes -
Show client flags on appointment
If a client has a flag assigned, allow me to view it on their appointment on the calendar.
38 votes -
Alert admins of organization activity
As an admin allow me to receive alerts for certain actions recorded in the activity log.
3 votes -
Add billing information to the Detailed Attendance report
Allow me to view some billing information, (e.g., the amount that was billed, amount paid, etc.) when running the detailed attendance report.
3 votes -
Return to missing progress note report after creating note
When I run the missing progress notes report and create a progress note, allow me to return to the report. Right now I have to keep re-running the report and it's a cumbersome process.
8 votes -
Permission for scheduling appointments
Create a separate permission to allow a staff member to schedule appointments.
2 votes -
Go to client's details after unarchiving
After unarchiving a client, give me the option of going straight to the client's record.
1 vote -
View only assigned clients in prospective clients list
If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.
1 vote -
Show refunds on statements
When printing a client's statement, show any refunds that were applied.
7 votes -
Automatic generation of tasks
Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
28 votes -
Assign permissions when importing staff
Allow me a quick way to assign permissions when I import staff so I don't have to go back and adjust it for each staff member.
2 votes -
Allow admins to unlock staff accounts
As an admin, if one of our staff members is locked out of their account allow me to unlock it.
1 vote -
Send a copy of a client's statement to other staff members
When sending a statement to a client, allow me to send a copy to any staff member that's assigned to the client.
2 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
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