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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BCC additional emails when sending appointment reminders
If a client has multiple email addresses on file, don't display all email addresses in the "To" field in the emailed appointment reminder. Sometimes we see children of divorced parents who have contentious relationships.
1 vote -
Create dynamic form element for payment plan
Allow me to pull a client's Set Payment Amount from their client details into a dynamic form as a dynamic form element.
1 vote -
Create client appointment that doesn't require a progress note
Allow me to create a client appointment that doesn't require a progress note to be attached.
8 votes -
Allow only admins to view Retention Rate report
Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
3 votes -
Report on demographics of clients served within a time period
Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allow me to run one report for this in TheraNest because right now I have to run several reports.
2 votes -
Additional signature lines on treatment plans
Allow for additional signature lines on treatment plans. For our clients that have medication the provider prescribing the medication needs to sign the treatment plan as well.
5 votes -
Send notice to client for cancellation or no-show
If a client no-shows or cancels outside of our cancellation window, allow me to send them a notice reminding them of our cancellation policy.
11 votes -
Report on client flags
Allow me to run a report that will show me how many clients have a certain flag.
25 votes -
Contract with other treatment planners
Allow me to use a different treatment planner in TheraNest besides Wiley.
3 votes -
Customize navigation menu labels
Allow me to customize the navigation menu labels and tab labels so I can use terms that fit our practice.
1 vote -
Automatic telehealth appointment creation for specific service types
Allow me to designate a service type as telehealth so that when the appointment is created and the service type is selected, it automatically marks the session as a telehealth session.
6 votes -
Customize grid in payroll report
When running either of the payroll reports in TheraNest, allow me to customize the grid so I can remove certain columns.
2 votes -
Delete unused client dynamic forms
Allow me to delete client dynamic forms that haven't been used.
11 votes -
Notify me if my subscription payment method has been updated
Send me an email if my subscription payment method gets updated.
1 vote -
View appointment notes on the invoice
When creating an invoice, allow me to see any appointment notes that were entered for the appointment. Our organization uses appointment notes to indicate billing information that the biller needs to know when invoicing/billing the appointment.
1 vote -
More matches when searching invoices by date
When searching a client's invoices by date, allow me to only type in a 1 digit day or two-digit year. Right now the search is too restrictive and my formatting has to be very specific.
1 vote -
Set default for drop-down form element
When creating a dynamic form with a drop-down form element, allow me to select the default option so I can have an option displayed by default rather than "choose an option".
1 vote -
Add another close note for re-opened case
If I re-open a case and then close it, allow me to fill out another close note.
1 vote -
Add service code to notes awaiting signature
Add the service code to the grid when viewing the Notes Awaiting Signature so I can quickly see if my supervisee used the right code before signing.
1 vote -
Search by client ID when creating an appointment
When creating an appointment, allow me to search by the client ID in addition to the client's name.
2 votes
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