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 page I see when opening TheraNest
When I log in to TheraNest, allow me to set what page I see when I log in. I prefer to be directed to the Clients page rather than the Calendar.
3 votes -
Display client's date of birth on the agenda
Option to have the client's date of birth easily accessible on the agenda.
4 votes -
Show client note on payment alert
When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.
7 votes -
Update Session Unit Report to match billing units
Please update the session unit report to match the units that are billed for a session. It is annoying to have to run a seperate report to find double sessions that occurred in the week.
2 votes -
Search invoices by invoice number in client search
Expand the search at the top of the page to allow me to search for an invoice by the invoice number, so I don't have to go to a specific client to find it.
2 votes -
Integrate with IvyPay
Have TheraNest integrate with IvyPay for client billing.
3 votes -
Add custom options to the Custom Form created
When a specific custom form is created by using the Custom form template would like the option to be able to link the Clients detail such as Name, Treatment plan, and DX to the custom form before it is placed in the Case Notes Tab.
Custom form created by the Admin would like to have the option to be able to create an Appointment field on the custom form which would allow the form staff created be attached as the progress note instead of the staff having to created a separate progress notes when all the information needed for the…
1 vote -
Edit email headings and subject line when sharing forms
When sharing forms with a client, the email they receive has a bold heading that reads "Hello [Preferred Name]" and static subject, but they cannot be edited. Allow me to edit them because I'm not sure if I've inserted a preferred name for all of my clients and it would be easier to edit here than go to the client's details.
2 votes -
Apply client signature before finalizing the note
Allow me to apply the client's signature before finalizing the note so they can sign it at the end of the session, but I can go back and finish the note later.
3 votes -
Automatically set duration of session in progress note based on telehealth duration
Have the duration of the telehealth session automatically pull over into the progress note so I don't have to remember how long the session was when I document it.
10 votes -
Add sexual orientation to Export Data report
Include the client's sexual orientation and gender identity in the Export Data report. We run this report a lot because it provides a lot of information in one report.
2 votes -
Display only client initials throughout TheraNest
It would be nice if there was a "privacy mode" (not just in the calendar tab) that showed only client initials in the agenda, notes, etc - this would allow for using theranest even in settings in which others might be able to see the screen.
13 votes -
Edit color of multiple service types at once
Allow me to edit the color of multiple service types at once so I can make similar service types the same color without having to edit each one individually.
2 votes -
Select forms when using "New Appointment" link
When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent to their portal account, like I can when inviting clients to the portal.
6 votes -
Delete appointments from the agenda
When viewing the Agenda, allow me to delete appointments.
2 votes -
Contact clients in event of expiration
As a solo practice owner, allow me to enroll in a service with TheraNest so if something fatal happened to me I could know that my clients would be contacted and informed in a professional way.
2 votes -
Limit document access for certain users
As an admin, allow me to restrict certain client documents to be accessed by other users, or allow me to upload these documents to a different place in TheraNest. We may have uploaded a document that outlines rate information and we don't want everyone to have access to that.
2 votes -
Digitally redact records and save them as a PDF
Having digital case notes which can have a redacted version in TheraNest increases HIPAA compliance, and saves a ton of time for providers, especially if there is a way to allow supervisors to approve redactions (for interns) before compiling a redacted PDF. Please create an option to generate a redactable version of a client's case notes which can be edited digitally, reviewed by a supervisor, and compiled into a PDF.
Bonus features would include:
1. Being able to track who redacted what information
2. Supervisors having the option of clearing all redactions or adding notes.
3. Providers being able to…3 votes -
Display client's name on warning when deleting clients
When deleting a client it would be great if the popup warning would include the client's name (similar to when you archive a client) so you can be sure that you are deleting the correct person.
1 vote -
Add option for 120 minute increments in calendar settings
Add an option for the calendar to remember if a staff member tends to do 2 hour sessions. The website will automatically assume its only an hour session.
2 votes
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