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 Maximum Number for Booking Multiple Appointments at the Same time
Allow multiple booking at the same time only allows a YES/NO response. It would be great is it could say YES, and allow use to enter the number where it would max out. For example, I want to have multiple appointments scheduled at one time but no more than 5
2 votes -
Show the last 4 digits of credit card on Superbills.
Currently they only appear on Statements, but Statements are missing other necessary items like Units and Place of Service.
3 votes -
Clinic Calendar: Non-mandatory events happening
There are optional meetings we have for our clinic. For example Trauma Consultation Hour where the providers can use the conference room for consultations with each other. This is not a required meetings, but we were wondering if there was a way to show what is happening in the clinic on the calendar as well as the providers schedule. So maybe somedays they have a 1:00 session, but when they don't they know they could attend the consultation hour and see that on their calendar. So maybe come up with an optional meeting feature where it won't say "This provider…
1 vote -
Send COVID screening questionnaire before appointment
Create a COVID screening questionnaire and have it sent automatically to clients 24hrs before their appointment.
3 votes -
Billing
I need the ledger to stop rounding down to one hour increments. If a job was for 1.50 hours (an hour and a half), please calculate it all - not just the one hour. Another example: If therapist saw client for 1.75 (one hour and 45 minutes), please bill the whole amount - not 1 hour. Your billing can do the .25, .50,, 75 increments if I do them manually, but why can't the system do it. That would make my life so much easier.
3 votes -
Optional color coded service types
Make the color-coded service types an optional feature because I find the colors distracting.
3 votes -
Add Client 'Bill To' information to Export
This would be to perform a quarterly internal audit to ensure that we have a parent/guardian for [active and archived] clients under the age of 18 for billing purposes.
1 vote -
Preview client portal invitation email
Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.
5 votes -
Document mental status for family members
Allow me to notate/document the mental status of family members in family sessions. Right now I can only document it for the client.
3 votes -
Add custom appointment status options
I’d love to see an option that has clients appt’s listed as “pending” and “in lobby” in addition to the already existing options of kept, cancelled, etc.
38 votes -
Limit number of appointments per week and per day
Add a calendar preference that provides the clinician with the option to limit the number of sessions scheduled daily and weekly.
5 votes -
Batch Statements: Add a filter to allow to sort by Archived clients vs. active clients.
Add a filter to batch statements to allow to sort by Archived clients vs. active clients. When printing invoices it would be great to have the option to batch print those clients who are archived vs. those who are still active.
1 vote -
Batch loading invoices into ledger
Hi there --
I've been enjoying Theranest for something over a year, and I just discovered batch invoicing. However, I'd already individually prepared several months of invoices pursuant to electronically uploading them to Docustream, I have to upload each month's worth separately, and I find that when I'm in batch invoicing, although I check the boxes, it doesn't allow me to batch-load the checked ones into a 1500 form. Would it be possible to create that feature, or enable something like that in Ledger, or some such? Batch-loading previously prepared invoices into Ledger would cut my time for uploading to…
2 votes -
Add page navigation to top of clients list
When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.
9 votes -
Send forms to multiple clients
Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.
42 votes -
Send secure message alert to client's secondary email address
It would be great if the email sent to clients alerting of a secure message could be sent to both the primary and secondary email addresses on file in TheraNest. This would be especially helpful for minor clients with divorced parents.
25 votes -
Client portal sorting
Have an option to change the sorting in the client portal by last name or first name. It's confusing that the client list is only by last name and the portal is only by first name.
3 votes -
Chat messages flag or star them to be able to go back to them
It would be good to be able to star or flag some chats or be able to change to unread so I can go back to them later.
2 votes -
Multiple Payment Consent Form Storage
Theranest currently only supports one Credit/Debit Consent form to be stored on the site. In cases where client needs to update method of payment, it would be useful to have the option to save and sign more than one payment method using the tab feature.
1 vote -
Show Indicator in-app While In Active Session
Put an indicator (e.g., a colored dot) on the appointment in which a telehealth session is currently open. Since we are not able to open up more than one at a time, it would be helpful to know which one needs to be closed in the event that a clinician accidentally "leaves a session" instead of "ends session."
1 vote
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