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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Permission to view only prospective clients list
Make a permission so we can have staff members only view the prospective clients list without managing it.
2 votes -
Notify me if I have unsigned progress notes
Send me a notification or have an alert appear letting me know that I have unsigned progress notes. Sometimes I miss signing some and I'd like to catch it before an admin notifies me.
18 votes -
Add type of therapy to prospective clients list
When adding a client to the prospective clients list, allow me to indicate what type of therapy they are seeking (e.g., individual, group, family, etc.).
2 votes -
View only data for archived clients
Allow me to view (not edit) the information and notes for archived clients without having to unarchive them.
21 votes -
Add how client contacted us to prospective clients list
When adding a prospective client, allow me to note in its own field how they reached out to our organization (i.e., called or emailed).
5 votes -
Indicate preferred contact method in prospective clients list
When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.
1 vote -
Add referral source to prospective clients list
When adding a client to the prospective clients list, allow me to add their referral source.
8 votes -
Add insurance to prospective clients list
When adding a client to the prospective clients list, allow me to add the name of their insurance provider.
19 votes -
Edit date added in prospective clients list
When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
7 votes -
Quicker way to mark multiple invoices as paid in client ledger
Allow me a quicker way to mark multiple invoices as paid in a client's ledger.
3 votes -
Mark multiple invoices as paid in Batch Invoicing
When working in Batch Invoicing, allow me to mark multiple invoices as paid across multiple clients so I don't have to go into each client's ledger individually.
3 votes -
Document communication in prospective clients list
When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.
15 votes -
Report on set payment amount
Allow me to run a report that will display the amount entered in the "set payment amount" field of the client's details.
6 votes -
Automatically assign staff from client when new case is created
When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
4 votes -
Document hospitalizations in client's chart
When viewing a client's chart, allow me to document a client's hospitalizations.
1 vote -
Document medication in the client's chart
When viewing a client's chart, allow me a place to document and track the medication a client is taking.
11 votes -
Support digital pens for clinical documentation
Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).
6 votes -
Apply payments/write-offs for archived clients
Allow me to apply a payment or write-off to an archived client's balance without having to unarchive them.
13 votes -
Create next appointment when filling out progress note
When completing a progress note, have a field for "next appointment" and allow me to pick a date. Once the note is signed, have the appointment automatically created.
2 votes -
Set which staff receive treatment plan reminders
Allow me to set which staff members need to receive a treatment plan reminder for a client instead of the reminder going to all assigned staff.
4 votes
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