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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Consolidate archived client & case forms
We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived ones and active ones.
23 votes -
Add termination date to client's details
Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.
7 votes -
Add staff member to grid in write-off report
When running the write-off report, allow me to view the staff member in the results grid.
2 votes -
Include secondary insurance in client import
When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.
2 votes -
Link place of service codes to service types
Allow me to link place of service codes with service types so when I select that service type when creating an appointment the location code is automatically updated.
56 votes -
Hide canceled appointments
Allow me to hide canceled appointments on the Calendar and Agenda so that I can see my available time more easily.
30 votes -
Add deductible column to the export data report
When running the Export Data report, allow me to see the client's deductible.
7 votes -
Default clients page to my clients
When clicking the "clients" page, have it default to "my clients" vs "all clients".
4 votes -
Set when I receive reauthorization reminders
If I choose an authorization end date, allow me to set how far out I receive the reauthorization reminder. Currently, if I set the authorization end date, I will receive a notification or email 7, 30, and 60 days out from the Authorization expiration, but I may want to receive a notification two weeks out, three months out, etc.
8 votes -
Export Dynamic Form data to Excel
Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.
2 votes -
Apply signature to superbills
As a therapist, allow me to apply my electronic signature to superbills. Some of my clients are saying they need it for reimbursement.
20 votes -
Add contact to prospective clients list
Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
4 votes -
Indicate which country the client lives in
We service clients in different countries. Allow me to indicate in the client's details which country they live in.
1 vote -
Don't display fields I haven't filled in on initial assessment
On the initial assessment, there are certain fields that have a drop-down selection before a text box (i.e., Is Client Appropriate For Agency Services?, Special Needs Of Client, Contract/Safety Plan, Cultural Variables?, and Educational Or Vocational Problems Or Needs). If I choose not to fill these out, then don't include them on the printed document because it looks unprofessional to have a heading for a field that isn't filled out.
8 votes -
Save draft of treatment plan before adding goals
If I fill out a client's treatment plan and then click to add a goal, none of that information is saved. Since the goal button is right in the document I often forget to click the "save" button. The draft should save automatically when moving to another area of the treatment plan.
9 votes -
Include Group Notes to Supervisory review
Supervisors to receive notifications to review and co-sign the group notes under the "Group Note and Attendance" tab in the same way the individual progress notes in the "Progress Notes" tab do.
9 votes -
Add individual progress note to group case
If I see a client as part of a group, but also see them individually, allow me to add their individual progress note to their group case. I don't need to create a separate case and want to keep all of their documentation together.
5 votes -
Remember report filters
When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
20 votes -
Don't email clients when appointment is changed to telehealth
Don't send an email to my clients when we change an appointment to telehealth.
1 vote -
Display clients as Last Name, First Name in client list
When viewing the client list, have the clients be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting by last name it's easier to find the client I'm looking for.
8 votes
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