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.
1554 results found
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Upload PDFs as intake forms
Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.
9 votes -
Link invoice to payment link/portal
When sending a one-time payment link, allow the client to view the invoice that's associated.
Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.1 vote -
Add addendums to group notes
Allow me to add an addendum to a signed group note like I can do with progress notes.
1 vote -
Autosave dynamic forms
Autosave dynamic client or case forms that I'm filling out so that if I navigate away and forget to save I don't lose all of my work.
3 votes -
Apply to all group members when editing a note
If I forget to click the "save to all clients" button I'm unable to see that option again. Allow me to apply to all clients even if I edit the note for one client.
3 votes -
Access all client text messages from top navigation
Allow me to see all text message communication from clients in one place that's easily accessed from the top navigation.
2 votes -
Report on eligibility checks
Allow admins to run a report to see who performed an eligibility check and on which clients.
2 votes -
Assign tasks to other staff
Allow me to create a task and assign it to another staff member.
80 votes -
Run data export by provider
When running the Export Data report, allow me to first filter it by provider so only the clients assigned to a specific provider are exported.
1 vote -
Sort by all columns in the authorization report
Allow me to sort the columns when viewing the authorization report.
1 vote -
Track 1-time payment link emails
We need to be able to see a log from within TheraNest to track that they client received the 1-time payment link in either the contact log or in the activity log
8 votes -
Specify time zone for clients
Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.
8 votes -
Search activity log for new clients added
When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.
1 vote -
Create consistent wording of menu item between mobile and desktop
Some of the menu items when accessing TheraNest on my desktop vs. mobile device are different. For example, "View Knowledge Base" vs. "Knowledge base" and "Give feedback" vs. "Suggest a feature".
1 vote -
Add copay to clients list
When viewing the Clients list, allow me to customize the grid to view the client's copay.
3 votes -
Create graph for closing disposition of the closed Cases report
Allow me to create a graph of the closing disposition from the Closed Cases report so I can see percentages for the reason why clients have left the practice without having to calculate this manually.
2 votes -
Edit multiple clients at once
Allow me to edit some of the fields found in the client's details for multiple clients at once.
2 votes -
Send one-time payment link via text
Allow me to send the one-time payment link via text message.
11 votes -
More options for recurring appointments
Allow me to select from more options when creating recurring appointments. For example, I may want to schedule an appointment on the first three Mondays of the month.
2 votes -
Add the C-SSRS as an intake form
Add the Columbia Suicide Severity Rating Scale (C-SSRS) as an intake form so I don't have to create it in TheraNest.
12 votes
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