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TheraNest App

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1564 results found

  1. 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

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  2. 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

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  3. 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

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  4. 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

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  5. 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

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  6. 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

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  7. 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

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  8. 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

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  9. 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

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  10. 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

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  11. 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

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  12. 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

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  13. 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

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    2 comments  ·  Reporting  ·  Admin →
  14. 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

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  15. Document hospitalizations in client's chart

    When viewing a client's chart, allow me to document a client's hospitalizations.

    1 vote

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  16. 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

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  17. Support digital pens for clinical documentation

    Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).

    6 votes

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  18. 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

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  19. 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

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  20. 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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