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.
170 results found
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non-client events
I suggest an option in preferences to permanently show your non-client events so that you don't have to click the suggest box each time you visit the calendar.
1 voteAfter selecting the box to display non-client events, click the "Apply and Save Filters" button to keep the box selected.
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Keeping clients on schedule and Calendar
As clients are archived, the system removes them from the schedule and calendars. I have tried to go back to previous months and view the schedule for what client was seen when or what their basic details (I.E. Insurance preoviders at the time) may be and when a client is archived, the entire thing disappears. The calendar and schedule open up as if there was no appointments on those days.
Maybe a tab to check kept appointments in previous months as well.
1 voteWhen a client is archived, their appointments remain on the calendar. The ability to see archived clients on your calendar is controlled by a setting from your profile.
- In the upper right, click your name
- Click My profile and settings
- Click the tab titled Preferences
- Under Calendar Appearance Preferences, toggle the Include archived clients in Calendar Client filter to "Yes"
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Remove archived service types from menus
We archived them for a reason. They do not need to appear when creating an appointment, creating invoices, sorting the calendar by service type, etc.
1 voteA setting in your Calendar Appearance Preferences controls whether archived service types are visible on the calendar. Here's more information about your calendar preferences: https://tbrandsneworg2022.my.site.com/support/s/article/360052498031-Set-Up-Calendar-Appearances-Preferences-TheraNest
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Alway the same email to be used on multiple Client portals
It would be extremely helpful to allow the same email address to be used on multiple client portals. This would eliminate a lot of issues we have been having. Thanks!
1 voteOur Contact Network allows an individual to access to multiple client portals with a single login. Here's more information about that feature: https://theranest.zendesk.com/hc/en-us/articles/360059021411-Client-Contact-Network-Overview-TheraNest
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colors for service types
Can each service type be assigned a color to make it easier to customize?
1 voteWhen creating service types, you can assign a background and text color. Here's more information about that feature: https://theranest.zendesk.com/hc/en-us/articles/360052028692-Add-Edit-Service-Types
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See schedule from client view
Allow me to see my schedule from my client's view.
2 votesThanks for submitting feedback! You can see how your schedule looks on the Client Portal without having to create a test client and log in. Under Organization → Client Portal, copy the "New Appointment Link" and paste it into your web browser. This will allow you to see what requesting an appointment is like on the Client Portal.
Thanks!
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multiple accounts with same email
There are several families that I work with who have me work with the members individually. Thus, I keep individual accounts for these INDIVIDUALS. However, the parents are all stuck in a bind where they can't use the same email for their own profile and their child's profile because it doesn't allow you to use an email that's already in the system for a different client. I used to use CounSol and they created a feature where you could create a unsername in place of the email for signing in with the separate accounts and it allowed them to then…
1 voteClients can actually use the same email and log in to view their portal account as well as their child! This is accomplished through the Contact Network. Click the following link to learn more about the contact network and feel free to reach out to our support team if you need further assistance. Thank you!
https://theranest.zendesk.com/hc/en-us/sections/360012820311-Contact-Network
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Add a box for Tax ID on invoices
It would be great to add a box for Tax Id on invoices.
1 voteThe Tax ID entered in your Organization's Profile displays on invoices if printed as a superbill.
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email confirmation
I would like the ability for an automated appointment confirmation to be sent by email at the time the appointment is made
1 voteThis is currently available in TheraNest, you may just need to enable this setting under the Organization tab.
Click the “Organization” tab.
In the left sidebar, click “Client Portal”
Make sure you’re on the “Settings” tab
Under “Client Notification Settings”, check the box next to “Creates an appointment”This will send the client an email notification when an appointment is created in TheraNest. Here’s more information: https://theranest.zendesk.com/hc/en-us/articles/360051577812-Manage-Client-Portal-Appointment-Notifications
Thank you!
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email for client portal
It would be helpful, particularly for juvenile clients with siblings, to have the client portals linked for siblings or being able to use the same login email for more than one account. Right now, client's parents cannot have access to both their child's records unless they have multiple email addresses.
1 voteWith the release of the Contact Network, one parent or guardian can have access to additional accounts under one login. Check out our help articles to learn more about this feature!
https://theranest.zendesk.com/hc/en-us/sections/360012820311-Contact-Network -
Automatic Telehealth Links Sent
Allow system to send automatic telehealth links to scheduled clients. Could be included in an auto-generated appointment reminder.
12 votesTelehealth links can be included in appointment reminders sent to clients. Click the following link to learn more: https://theranest.zendesk.com/hc/en-us/articles/360051984751-Add-Telehealth-Link-to-Appointment-Reminders
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Add insurance payer to Daily Billing report
Allow me to view the payer when running the Daily Billing report.
2 votesThe grid can be customized in the daily billing report to view the payer!
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1 vote
Followed-up with Liz and she’s going to reach out to the customer.
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Email alert for practice chat messages
Allow me to receive an email alert when someone sends me a message over the practice chat in case I'm not logged into TheraNest.
8 votesYou can setup email alerts for practice chat messages. Here's a help article with more information about how to enable that notification: https://theranest.zendesk.com/hc/en-us/articles/360052323152-Email-Alerts-for-Practice-Chat
Thank you!
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Add ability to reschedule Late Cancel appointments
When we late cancel an appointment it won't let us reschedule it. Can you make it so we can reschedule a late cancel appointment please.
10 votesThank you for your interest in this Idea! It is being closed as TheraNest allows Users to reschedule Late Cancel Appointments.
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Sex Assigned at Birth + Standard Intake Form
I want to be able to ask "What is your sex assigned at birth?" This helps me identify transgender clients where some may check their gender as "male."
See attached: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3721165/pdf/amiajnl-2012-001472.pdf
1 voteForms can be created to include fields that you want to capture for your practice! Here’s a help article with more information. https://theranest.zendesk.com/hc/en-us/articles/360055249252-Dynamic-Forms-Overview
If this isn’t what you were looking for please feel free to re-submit your idea with more information. Thank you!
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Allow Scheduling of Clients on the Quarter Hour
It would be amazing to be able to schedule clients in 15 minute increments, not just on the hour or half hour. For example, being able to schedule at 8:15, or. 8:45 really increases my ability to be flexible or accurately portray the time I met with a client.
4 votesYou can schedule clients at any time increment in TheraNest! You may need to adjust your calendar preferences to allow for this.
In the upper right click on your name and then click calendar preferences. Scroll down and next to “Time scale in minutes”, change the increments. For example, setting your time scale units for 15 minutes allows you to schedule an appointment using 15 minute increments.https://theranest.zendesk.com/hc/en-us/articles/360052498031-Set-Up-Calendar-Appearances-Preferences
If this isn’t what you were referring to, please resubmit your idea with as much detail as possible. Thank you!
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Set schedule for 5 minute blocks
I wish the Schedule was in 5 minute block times instead of 15.
2 votesYou can currently set your calendar preferences to show the calendar time scale in 5 minute increments. Check out this help article for more information:
https://theranest.zendesk.com/hc/en-us/articles/360052498031-Set-Up-Calendar-Appearances-PreferencesIf you were looking for something else with this calendar feature, please resubmit your idea with more information. Thank you!
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Customized scheduling
I’d like to schedule appointments every 45 minutes from 2:00 pm til 8:00 pm; ie. 2, 2:45, 3:30, 4:15 etc. can’t figure out how to do this. Is it possible?
1 vote -
bcc in emails to send same letter to multiple patients
In the current secure portal we cannot send the same message to multiple patients without each seeing the other names. In order to avoid that happening in the current configuration the same email has to be sent to each patient individually.
This would allow the list of patients to exist in bcc format so that the recipient only sees her/his name and not any of the others.An additional feature with this would be a drop down list of patient names with check boxes so you can just check the patients that are on the recipient list.
1 voteHi!
The secure message feature does work as a BCC Function. See article here. https://help.theranest.com/en/articles/1195888-send-mass-message-to-clients
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