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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Set supervisor requirements per payer
Allow me to select what level of supervisory review a staff member may need based on the payer. For example, our supervisors only need to cosign all Medicaid documentation.
2 votes -
Add email address to clients intake report
When running the Clients Intake report, allow me to include the client's email address.
1 vote -
Show if payment was portal payment on client's ledger
When viewing a client's ledger, show which payments were made by clients on the client portal.
3 votes -
Add how client contacted us to prospective clients list
When adding a prospective client, allow me to note in its own field how they reached out to our organization (i.e., called or emailed).
5 votes -
Add appointment staff to No Show Appointments report
When running the No Show Appointments report, allow me to view the staff member(s) who were listed on the appointment.
1 vote -
Run Service Billing report by service date
Allow me to run the service billing report by service date, rather than invoice date, so I can see what I billed on each date.
6 votes -
Organize clients lists
Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
5 votes -
Send email confirmation when appointment created without enabling client portal
Allow me to enable a setting that sends my clients a confirmation when an appointment is created without having to enable the client portal.
2 votes -
Add COVID vaccination status in the patient's chart
In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.
2 votes -
Don't refresh the invoice page after saving
When I save the invoice, don't refresh the page because the refresh takes too long and interrupts my work.
2 votes -
Automatically assign staff from client when new case is created
When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
4 votes -
Have client portal invite link expire
Allow me to set a time period for the client portal invite link to expire. I want clients to log in and complete the paperwork within a certain amount of hours.
1 vote -
Specify who receives notifications for portal payments
When a client makes a payment on the portal, the staff member assigned to the invoice will receive a notification. Allow me to specify who receives this notification because we only need certain people to be notified.
10 votes -
More subscription options
Have more subscription options between the 50 and 80 users mark. It's a big jump in the number of users and the price and we need something in-between.
6 votes -
Set which staff receive treatment plan reminders
Allow me to set which staff members need to receive a treatment plan reminder for a client instead of the reminder going to all assigned staff.
4 votes -
Edit synced event in iCal
Allow me to edit the title of the event that gets saved/synced to our personal iCal calendars. For instance, instead of it saying "busy - no service type" or "S.S. - family - 90847, QMHP", we could put "Lunch" or "Mon - 12PM - SS/DJ"
1 vote -
Add addendum to dynamic forms
Allow me to add an addendum to dynamic forms.
9 votes -
Limit staff view of appointments to cases
Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.
1 vote -
Allow clients to pre-pay for sessions on the client portal
Allow clients to pre-pay for upcoming appointments on the client portal.
11 votes -
Change how data is displayed in staff billing report CSV
When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
2 votes
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