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TheraNest App

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1564 results found

  1. Don't automatically display pre-defined options when typing in mental status

    When clicking into the mental status fields of a progress note, don't automatically display the pre-defined options. Sometimes I just want to enter text without seeing the pre-defined list I can insert.

    1 vote

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  2. Change location of mental status pre-defined options

    When typing into the mental status section of a progress note, have the pre-defined options appear to the right side of the section so it doesn't block the next items in the list.

    1 vote

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  3. View clients only I'm assigned to in client list

    When filtering the client list allow me to see the clients only I'm assigned to. When I enter my name to filter, it also displays the clients I supervise, but I only want to see my caseload.

    18 votes

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  4. Report on group appointments as one unit

    Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  5. Add termination date to client's details

    Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.

    7 votes

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  6. Change client pronouns in activity log

    When a client makes a change on their client portal, the activity log entries default to the male pronouns. Have the pronouns default to the pronouns the client identifies with.

    2 votes

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  7. Add individual progress note to group case

    If I see a client as part of a group, but also see them individually, allow me to add their individual progress note to their group case. I don't need to create a separate case and want to keep all of their documentation together.

    5 votes

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  8. Add custom relationship options in contact log

    Allow me to create custom options when selecting "relationship to client" when creating an entry in a client's contact log.

    6 votes

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  9. Report on fields from intake fields

    Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  10. Archive clients on prospective clients list

    Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.

    23 votes

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  11. Bulk apply write-offs to invoices when processing ERA payments

    When processing ERA payments, allow me to process and write off the remaining balance to multiple claims at one time so I don't have to do each one individually.

    19 votes

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  12. View secure messages from client's chart

    Allow me to view a client's secure messages from their chart so I can see all their messages in one place without having to search for them in all of my secure messages.

    8 votes

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  13. Add taxonomy codes at the staff level

    Allow me to enter each staff member's taxonomy code on their profile and have it carry over to payers so I don't have to add it for each payer separately.

    4 votes

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  14. Choose which email when sending invoices and statements

    If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.

    10 votes

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  15. Allow special characters in treatment plan interventions

    When I create a treatment plan and type an intervention, allow me to include parentheses.

    3 votes

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  16. Prioritize the prospective clients list

    Allow me to prioritize the prospective clients so I know which client should be seen next when an opening is available.

    9 votes

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  17. Send documents to staff in-app

    Allow me to send messages to staff and attach documents within TheraNest.

    6 votes

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  18. Send email confirmation when appointment created without enabling client portal

    Allow me to enable a setting that sends my clients a confirmation when an appointment is created without having to enable the client portal.

    2 votes

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  19. Don't update close date when closing a reopened case

    If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.

    7 votes

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  20. Add COVID vaccination status in the patient's chart

    In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.

    2 votes

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