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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Add additional payer/responsible party
Allow me to add an additional payer/responsible party to a client that may pay a percentage or a ratio of the client's services. This could be worker's comp or a minor with two parents who are splitting the cost of services.
6 votes -
Add referral source to Session Units report
When running the Session Units report, allow me to view the referral source of the client(s).
2 votes -
Indicate if intake forms are missing
Indicate somewhere on the appointment or notify me if a client has or hasn't returned their intake forms so I know who to follow up with before their appointment.
14 votes -
Standard statement footnote
Allow me to create a statement footnote that is automatically included on all statements so I don't have to retype the same thing every time.
12 votes -
Allow therapists to see contact network members not assigned to them
As a therapist, allow me to view members of a client's contact network even if I'm not assigned to the client in case I need to reach out on behalf of another therapist.
3 votes -
Find appointment openings
Allow me a quick way to find open timeslots for appointments. When scheduling new patients it can be difficult to find the next available appointment time because of the number of providers we have.
18 votes -
View primary payer on appointment block
Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
9 votes -
Restrict staff from editing the service type filter on the calendar
Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.
2 votes -
Assign supervisor per patient instead of staff member
Allow me to assign a supervisor at the patient level. Our trainees have more than one supervisor and we'd like their notes to be reviewed/approved only by the staff member assigned to that patient.
91 votes -
Email payment receipts
After I process a client's payment, allow me to email them a copy of their receipt.
37 votes -
Add treatment plan review date to the client's details page
When viewing the client's details, allow me to see the date of when their treatment plan needs to be reviewed.
4 votes -
Organize dynamic forms & intake forms into folders
Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new clients without having to hunt through a long list.
34 votes -
Schedule appointments for prospective clients
Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.
5 votes -
Add taxonomy codes at the staff level
Allow me to enter each staff member's taxonomy code on their profile and have it carry over to payers so I don't have to add it for each payer separately.
4 votes -
Add ethnicity field to client details
When filling out a client's details, allow me to add their ethnicity as well as their race.
7 votes -
Add contact log entry from the agenda
Allow me to add a contact log entry for a client from the Agenda.
3 votes -
Restrict scheduling for incomplete intake
If a client has not completed their intake paperwork, don't allow appointments to be scheduled.
15 votes -
Add referral source to prospective clients list
When adding a client to the prospective clients list, allow me to add their referral source.
8 votes -
Cancel multiple appointments at once
If a therapist is going to be out for a week or if our office is going to be closed, allow me to cancel more than one appointment at a time because it would be easier than going through them individually.
16 votes -
Show which card was charged last when applying a payment
If a client has multiple saved credit cards on file, show me which card was charged last.
3 votes
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