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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Integrate with phone service
Have TheraNest integrate with a phone system so we can receive calls in TheraNest.
8 votes -
Display date rage on reports
When I run a report and export it, show the date filter I applied at the top of the report so I can clearly understand the data I'm reviewing.
33 votes -
Organization branding for client portal
Allow me to customize the look of the client portal so it matches the branding for our organization.
19 votes -
Void & Refund Reporting
We need a way to be able to track voids and refunds - especially when voids end up processing as refunds (as happened to us recently). If they could show on the Credit Card Charges report, that would be great; if not, a separate stand-alone report would work.
10 votes -
Edit treatment plans after they've been signed
Treatment plans should be editable once signed. For example, once a treatment plan is signed and I noticed an error I cannot go back in edit the document. Instead I have to create an entirely new treatment plan which is time consuming and unwarranted.
28 votes -
Different Portal Preferences for Different Therapists
We have been trying to use the portal in our group with 11 therapists. Annoyingly, it seems that portal preferences have to be used by the entire group meaning if 1 therapist desires a certain setting, the rest of the therapists have to use that same portal setting. We would like to be able to have portal preferences that are different for every single therapist because we have some therapists that want one preference and other therapists that want a different preference.
3 votes -
Option to open new case when unarchiving client
When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.
6 votes -
Notify me if an email was undeliverable
I invited a client to the portal and then later realized I entered the wrong email address. Have TheraNest send me a notification if an email I attempt to send was undeliverable.
5 votes -
Include DSM codes on superbills
When printing superbills, include the DSM code instead of or in addition to the ICD diagnosis code. I diagnose clients based on DSM criteria so for clinical transparency, I would prefer that clients see the codes that most reflect my/our understanding of the clinical picture.
1 vote -
Add more emojis to practice chat
Add more emojis to the practice chat feature.
3 votes -
Create private clinical notes
Allow me to create psychotherapy notes that are private as part of exceptions to the open notes mandate.
16 votes -
Update Session Unit Report to match billing units
Please update the session unit report to match the units that are billed for a session. It is annoying to have to run a seperate report to find double sessions that occurred in the week.
2 votes -
Resize calendar
Allow me to resize the calendar so I can view the entire calendar without having to scroll down to view later times.
25 votes -
Search invoices by invoice number in client search
Expand the search at the top of the page to allow me to search for an invoice by the invoice number, so I don't have to go to a specific client to find it.
2 votes -
Limit number of appointments per day or week
Allow me to limit the number of clients I see per day or per week.
16 votes -
Client initials for ALL notifications
When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?
8 votes -
Export client records
Allow me to print or download a client's entire record, or records for multiple clients.
9 votes -
Add the ability to update progress of goals for treatment plans.
When you create a treatment plan, you can select the progress of each objective which would be "in progress" at initiation. Once it is approved, you are no longer able to add or amend any information. I work with clients who often meet goals and move on to different goals each year. I would like to show that the old goals and objectives were met in a treatment plan when I am moving on to develop a new treatment plan with a new goal once the previous goal has been met.
9 votes -
Centralized contact log
Create a centralized contact log that doesn't have to be associated with a case. I don't want to open a case just to enter contact log information. Or I may have staff that aren't assigned to a case and need to notate client communication.
134 votes -
Allow Copy and Paste of 1-time Payment Link
Some of our clients payments are managed by a parent. It would be helpful to be able to copy the 1-time Payment link and paste in email to parent.
5 votes
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