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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Reminders/alerts for important life/therapy events
Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).
10 votes -
Therapy resource library
Allow organizations to upload documents to a resource library that may contain therapeutic exercises, worksheets or articles for use by all the therapists in an agency for their clients. It would be great if we could also be able to download and print them and send to clients through the client portal.
46 votes -
Automatically generate client ID
Have TheraNest automatically generate the Client IDs so I don't have to remember to do this for each client.
11 votes -
Allow copying and pasting text from secure messages
Allow me to copy and paste information that is sent or received from a secure message. Sometimes we have standard messages that we send clients and it would be easier to copy and paste from an old message.
11 votes -
Apply batch write-offs to remaining balances due across different client ledgers
Add new feature that allows me to apply multiple write-offs in bulk to remaining balances due from a single page, instead of having to apply each one to individual invoices from separate ledgers. This would let me apply a batch of client or insurance write-offs for different clients.
139 votes -
Permissions for appointment changes
Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
26 votes -
Dynamic Client Search Engine
it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see the list of clients.
16 votes -
Report on credit card deposits
Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.
Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the deposits/fee debits.
27 votes -
Display insurance name and ID on client contact card on Agenda
Our providers often use unique billing codes based on insurance type. This means a provider often has to navigate to the client details screen and then the “Insurance Info” section to view this. It would be so much easier (and fewer clicks) if this could be displayed alongside the client’s name on the agenda screen.
39 votes -
See progress note status in the calendar
When viewing the calendar, allow me to see if the progress note attached to the session has been signed.
9 votes -
Custom appointment reminders based on service type
It would be very helpful to allow for custom reminders based on the type of service instead of just one generic reminder. For example, we offer individual therapy, but also have providers who conduct school observations or attend IEP meetings. It would be helpful if we could have a custom reminder that lets parents know a provider is observing their child at school so they just need to let us know if the child is sick that day. We would then have a different reminder email that would go out to individual therapy clients whom we are actually expecting to…
27 votes -
Color code agenda by therapist
It would be nice if the Agenda view was color-coded by therapist like the calendar is.
15 votes -
Permission to allow staff member to remove their own signatures from signed notes
Have a permission setting to allow a staff member to remove their signature from signed progress notes. Sometimes they need to make edits to correct typos, etc. and right now they have to reach out to an admin, which is a hassle when fixing small mistakes.
24 votes -
Display location on appointment blocks in calendar
When viewing appointments on the calendar, have the location displayed on the appointment block so I know where my therapists are or where I need to be without having to open the appointment.
9 votes -
Add a safety plan
Develop a safety plan that would automatically prepopulate local emergency numbers
45 votes -
Ability to archive clients when closing a case
It would save so much time if we could archive a client from the same page where we close a case.
3 votes -
Add client name and ID number to all documents
Have the client's name and ID appear on all clinical documents and dynamic forms.
31 votes -
Appointment reminders for staff members
Allow me to enable appointment reminders for our staff members so they get reminded about an upcoming appointment with a client.
25 votes -
Add staff member who made status change to the No Show Appointments report
When running the No Show Appointments report, allow me to view the staff member who changed the status of the appointment, similar to how it's displayed in the Canceled & Rescheduled Appointments report.
1 vote -
Default "Accept Assignment" toggle to yes
Automatically turn on the toggle for "Accept Assignment" on "Bill To & Insurance Info" page.
8 votes
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