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TheraNest App

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1564 results found

  1. Don't preview notes after saving

    After I sign and save a client's note, don't open another screen that shows the PDF version of the document.

    1 vote

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  2. Show line breaks in custom forms

    The text fields in custom forms do not recognize line breaks. This means that the text is in one big paragraph. It looks very unprofessional, and I cannot use it for reports. When I enter the information and click enter, it appears as though there will be a line break but none shows up on the pdf form. Please add the line breaks to the pdf view of custom forms.

    6 votes

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  3. lines between the day of the week darker

    I schedule multiple doctors on each day. It is very hard to see the line between the days of the week. I would like to see a dark line seperating the days of the week. The days look like they run together.

    7 votes

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  4. Display last used options for "Hide a Suggestion" feature

    When manually entering insurance payments and using the "Hide a Suggestion" drop-down, show the last few options I selected first to make it easier to find the ones I use frequently.

    1 vote

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  5. Allow therapists to sign intake documents

    Allow therapists to sign intake forms that are received from clients.

    16 votes

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  6. Hide therapist's signed date from progress note

    Allow me the option to hide the date I signed the progress note.

    5 votes

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  7. Edit email headings and subject line when sharing forms

    When sharing forms with a client, the email they receive has a bold heading that reads "Hello [Preferred Name]" and static subject, but they cannot be edited. Allow me to edit them because I'm not sure if I've inserted a preferred name for all of my clients and it would be easier to edit here than go to the client's details.

    2 votes

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  8. Display calendar as Sunday to Saturday

    Have the calendar displayed as Sunday to Saturday rather than Monday to Sunday because that's how most calendars are displayed.

    1 vote

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  9. Apply client signature before finalizing the note

    Allow me to apply the client's signature before finalizing the note so they can sign it at the end of the session, but I can go back and finish the note later.

    3 votes

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  10. Add PCL-5 as an intake form

    Add PCL-5 as an intake form so that I can send it to clients.

    12 votes

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  11. See the client portal from the client's view

    Allow me to see the client portal from the client's perspective so if a client has a question we can help them.

    13 votes

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  12. Add spellcheck

    Add spellcheck to TheraNest so I can catch spelling mistakes more easily.

    53 votes

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  13. Client portal sorting

    Have an option to change the sorting in the client portal by last name or first name. It's confusing that the client list is only by last name and the portal is only by first name.

    3 votes

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  14. Automated birthday message to clients

    Allow me to set a birthday message that is automatically sent to clients on their birthday.

    25 votes

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  15. Adding an option to put in the apartment number

    When putting in clients who live in apartment complexes, there isn't an option to add an apartment number.

    2 votes

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  16. Running reports by specific client demographics

    Being able to run reports generated by specific criteria would be extremely useful! For instance, I'd really like to send a mass email to clients who are covered by one insurance provider. My only option is to export all clients or active clients without a streamlined way of extracting those I really want to contact. Thanks for your consideration!

    10 votes

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    0 comments  ·  Reporting  ·  Admin →
  17. Separate permission for archiving clients

    Create a separate permission that allows a staff member to archive/unarchive clients.

    28 votes

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  18. View issues when zoomed in on a 13"

    When TheraNest is zoomed in to help with vision issues, menu items are lost if using a 13" computer. It would be awesome if this could be addressed.

    2 votes

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  19. Filter fully paid and in progress claims out of batch processing

    In batch processing add the ability to filter claims that are fully paid, or in progress. Currently all claims show up in batch processing. It would be helpful if only the not submitted/paid ones showed.

    24 votes

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  20. Write off contractual obligation

    When an ERA comes back with a contractual obligation, allow me to easily write it off.

    5 votes

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