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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Label copays on invoices and statements
If a client pays a copay, have that payment be listed as a "copay" on the invoice and statement.
6 votes -
Autofill forward slash when entering birth date
When I enter a client's birthday, allow me to type in just the numbers and have TheraNest autofill the forward slashes.
3 votes -
Show client flags in detailed attendance report
Allow me to see the client flags when running the detailed attendance report.
2 votes -
Custom formatting for reminder emails
When I'm creating the appointment reminder email, allow me to apply formatting so I can bold, underline, or italicize words.
2 votes -
Training library for staff based on permission level
Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn't have access to because it can be confusing for them.
2 votes -
Notify supervisors of completed dynamic forms
When a dynamic client or case form is completed, send a notification to the supervisor.
14 votes -
View clients only I'm assigned to in client list
When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.
18 votes -
Single select dynamic form element
Create a single select dynamic form element that isn't a drop-down so all options can be seen and the form can be completed faster.
2 votes -
Staff permission for deleting cases
Create a new staff permission so that only certain people can delete cases.
1 vote -
Display both the physical and the bill to address on the invoices to appear on the
Allow me to show both the physical address and the billing address on the invoice.
1 vote -
Archive clients on prospective clients list
Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
23 votes -
Apply payments and write-offs at the same time
Allow me to apply payments and write-offs at the same time without having to save one and navigate to another screen to apply the other.
13 votes -
Allow clients to add themselves to prospective clients list
Have a way for new clients to fill out information and add themselves to the prospective clients list.
4 votes -
Put cursor in client's name field when viewing details
When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.
2 votes -
Turn on/off automatic credit card receipts for all clients
Allow me to turn on or off automatic credit card receipts for multiple clients at once instead of having to go into each client's billing information separately.
1 vote -
Default group case service type when creating appointment
When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.
3 votes -
Remove promotions from the login page
Remove the promotions and announcements from the TheraNest login page.
4 votes -
Add copy from last session in group notes
When I'm completing a group note, allow me to copy the group note from the previous session.
3 votes -
Create invoices for the following year
At this time you are unable to create an invoice dated for the upcoming year because of the restriction by the AMA license.
It would be nice for practices that do preemptive billing to be able to bill their sessions prior to the year changing.
1 vote -
Create an encounter form that I can send to clients on the portal
Allow me to create an encounter form that pulls in appointment information so clients that I see for telehealth can sign the form.
1 vote
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