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TheraNest App

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1564 results found

  1. Add time filter to the calendar

    Add a time filter to the calendar so I can hone in on a specific part of the day.

    2 votes

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  2. Remove promotions from the login page

    Remove the promotions and announcements from the TheraNest login page.

    4 votes

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  3. Indicate if allowed to charge saved credit card

    Allow me to notate if we have permission to charge a client's saved credit card. Our clients must sign a credit card authorization form before we can charge their card. When clients pay online and save their card, it populates in TheraNest but they may not have given us permission to use it.

    1 vote

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  4. Scroll calendar when moving appointments

    When I click and move an appointment make the calendar scroll so I can move it to an appointment later in the day without having to move it twice.

    1 vote

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  5. Report on client flags

    Allow me to run a report that will show me how many clients have a certain flag.

    25 votes

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    6 comments  ·  Reporting  ·  Admin →
  6. Increase character limit of statement footnote

    Allow me to write more in the statement footnote so I can notify the client when their balance is due, how to pay, etc.

    3 votes

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  7. Return to agenda after signing progress note

    If I start a progress note from the agenda, then after I sign it have TheraNest return me to the agenda.

    2 votes

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  8. Delete invoice when viewing

    If I'm viewing an invoice, allow me to delete the invoice from that view rather than going back to the ledger.

    3 votes

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  9. Customize initial assessment template

    Allow me to create a custom initial assessment template similar to how I can create custom progress note templates using Dynamic Form elements.

    133 votes

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  10. Tab through forms to save

    Allow me to use the Tab key on my keyboard to navigate through sections of TheraNest and submit data. For example, I'm able to tab through sections when adding a contact log entry, but I can't tab to the Save button to save the entry.

    1 vote

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  11. Allow more than 8 client flags

    Allow me to assign more than 8 flags to a client.

    1 vote

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  12. Make reports run faster

    Make the reports run faster because sometimes it takes several minutes to pull a report in TheraNest.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  13. Notify me when a payment is made to my client's ledger

    If I'm assigned to a client, send me a notification when a payment is made to their ledger.

    1 vote

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  14. Feedback Informed Care (FIC)

    Allow my clients to complete FIC modules that I can report on to track progress.

    1 vote

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  15. Customize group note template

    Allow me to customize the group note template in TheraNest.

    1 vote

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  16. Assign tasks to other staff

    Allow me to create a task and assign it to another staff member.

    82 votes

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  17. Filter agenda by balance due

    Allow me to filter the agenda by client balance.

    4 votes

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  18. Label copays on invoices and statements

    If a client pays a copay, have that payment be listed as a "copay" on the invoice and statement.

    6 votes

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  19. Display "Secure Message" when printing message

    When I print a secure message, show the words "Secure Message" on the PDF so I know where it came from.

    2 votes

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  20. Customize treatment plan templates

    Allow me to create a custom treatment plan template similar to how I can create custom progress note templates using Dynamic Form elements.

    144 votes

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