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.
261 results found
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Upload documents to prospective clients
Allow me to upload documents to prospective clients.
1 vote -
The option to pull the Total Uninvoiced Amount by Kept appointments
The customer would like the Total Uninvoiced Amount column to pull the totals by Kept appointments or at least the option to pull only by Kept Appointments. The customer does not want to see the uninvoiced amounts for Canceled or Rescheduled appointments.
1 vote -
Select "sex" when adding a payer to a client
When I'm adding a new insurance for a client, if I've forgotten to add the client's sex to their details, then it won't let me save the new payer. Sometimes I fill out most of the fields, but then have to lose my work because I have to go back and fill in the "sex".
0 votes -
Select "sex" when adding insurance to a new client
Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal sex on the Client Details page first.
1 vote -
Add transportation company to client's details
Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.
1 vote -
Add conditional logic to Dynamic Forms to show/hide elements
Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.
1 vote -
Print a client's facesheet
Allow me to print a facesheet that provides the client's demographics and insurance information all on one page.
1 vote -
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 -
Indicate if the duplicate client is due to a prospective client
When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).
1 vote -
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 -
View only assigned clients in prospective clients list
If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.
1 vote -
Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form
Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form so I don't have to recreate it in TheraNest.
4 votes -
Add the Interpersonal Inventory as an intake form
Add Interpersonal Inventory as an intake form so I don't have to recreate it in TheraNest.
2 votes -
Add the Life Events Checklist as an intake form
Add the Life Events Checklist as an intake form so I don't have to recreate it in TheraNest.
2 votes -
Include archived clients when searching clients list
When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.
1 vote -
Don't alert me when I unarchive a client
Don't alert me when I unarchive a client because it adds an extra step to my workflow.
1 vote -
Keep grid header static in clients list
When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.
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 -
Go to client's details after unarchiving
After unarchiving a client, give me the option of going straight to the client's record.
1 vote -
Indicate preferred contact method in client's chart
When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
22 votes
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