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TheraNest App

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1564 results found

  1. Add addendum to dynamic forms

    Allow me to add an addendum to dynamic forms.

    9 votes

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  2. Add review date to dynamic forms

    Allow me to add a review date to dynamic forms so I can be reminded of when I need to review them/update them.

    8 votes

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  3. Make it easier to add a referral source to a client without navigating away

    Make it easier to add a referral source to the client's chart so that I don't have to navigate away from the client's chart to add it.

    9 votes

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  4. Remove referral source from initial assessment

    Don't display the referral source on the initial assessment because that's more for internal use and doesn't need to be included on clinical documentation.

    2 votes

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  5. Show group appointment status on agenda

    When displaying a group appointment on the agenda, provide more details as to the appointment status so I can see if some people have canceled or if everyone has canceled without having to go into another screen.

    2 votes

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  6. Make client notes more prominent

    When navigating to a client's details page or viewing the agenda, make the Client Notes prominent so our staff is more likely to read the information.

    10 votes

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  7. Display client intake date when editing group assessment

    When I'm editing an initial assessment for a group case, the client's intake date doesn't appear when I'm editing the document, but it does appear on the printed document. Have it appear when I'm editing the document so I can make sure it's entered and correct without having to navigate away from the document.

    1 vote

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  8. Goal bank for treatment plans

    When creating a treatment plan and adding goals for the client, allow me to pick and insert goals from a goal bank. I use the same goals for a lot of my clients and it would save time to just click and insert them rather than re-typing them.

    74 votes

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  9. Custom appointment reminders per provider

    As a provider, allow me to customize one appointment reminder template that my clients receive. Right now, the organization customizes the message, but I'd like to change it for my clients only.

    12 votes

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  10. Default rendering provider on invoice to staff on appointment

    When creating an invoice for an appointment, make the rendering provider default to the staff member on the appointment.

    9 votes

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  11. View multiple progress notes

    Allow me a way to scroll through or view multiple progress notes at once without having to open each one individually.

    19 votes

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  12. Set appointment duration to zero on progress note

    When editing a progress note, allow me to change the duration to zero for clients that failed to show for the appointment.

    3 votes

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  13. Remember report filters

    When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.

    20 votes

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    5 comments  ·  Reporting  ·  Admin →
  14. Display service type on printed monthly calendar

    When I print my calendar for the month, show the color-coded service type for the appointment.

    1 vote

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  15. Hide weekdays from the calendar

    Allow me the option to hide certain weekdays from the calendar, similarly to how I can hide Saturday and Sunday.

    2 votes

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  16. Send message to client when creating appointment

    When I'm creating an appointment for a client, allow me to send them a message right from the appointment window. I may want to remind them to bring something or complete their intake paperwork and it would be nice to do that when creating and saving the appointment.

    1 vote

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  17. Zero out existing invoices in batch invoicing

    Allow me to edit the invoice amount in the Process Existing Invoices tab under Batch Invoicing so I don't have to go back to the client's ledger to adjust it.

    3 votes

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  18. Cancel multiple appointments at once

    If a therapist is going to be out for a week or if our office is going to be closed, allow me to cancel more than one appointment at a time because it would be easier than going through them individually.

    16 votes

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  19. Add appointment location to superbills

    When printing the superbill, include the location of the appointment(s).

    1 vote

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  20. Update services from ERA adjustment

    Pull the 'Client Amount Due' from the 'Invoice Adjustment' after an ERA has been processed so I don't have to copy and paste it.

    2 votes

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