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.
261 results found
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Enter clients as a couple or family
Allow me to enter clients as couples or families. I see mostly couples and I prefer not to split them up in TheraNest.
838 votes -
Send appointment reminders to multiple contacts
Allow me to send appointment reminders to multiple phone numbers and/or email addresses. Some clients that are children may have divorced parents and both want to be alerted that their child has an appointment.
374 votes -
Autosave client details
When editing a client's information, autosave the fields so I don't have to click the save button every time I make a change. When I navigate to other tabs/areas, sometimes I don't remember to save and then all the information is lost.
223 votes -
Expand features for handling child/minor clients (notes, contacts, intake etc.)
Create a separate feature for reminder calls & email that include a parent contact. or a box that differentiates between a child client versus an adult client, therefore insurance information and contact information would be specialized.
It would be nice, if you work with children, to have child friendly notes as well as a section specifically in regards to separation / divorce - a place to list information such as custody arrangements, etc.
Minor child clients require additional informed consents. It would be helpful to be able to customize which intake forms go to new clients when inviting them to…
194 votes -
Add profile photos for clients and staff
Have a way to add a client photo to the client's details. It would help staff identify the client in the waiting room if they could see a photo.
138 votes -
Ability to scan files directly into client's general or clinical documents
It would be great if you had a directing scanning option to scan documents directly into the system via a TWAIN enabled scanner verses scanning to the desktop and then uploading. Thanks
119 votes -
Create a way to merge duplicate clients
When a duplicate client is accidentally created, have a way to merge the two clients so you don't lose any data when you delete the duplicate.
110 votes -
Custom appointment reminders per client
Allow me to create an appointment reminder template for each client so I can send additional information for one client that may need it.
109 votes -
Add ability to create progress notes and view linked notes from client Appointments list
I wish when i clicked on a clients profile and selected appointments, it would show if a note was missing and allow me to enter it from there.
100 votes -
Designate clients as private pay
Allow me to designate a client as private pay so that I can run billing reports for insurance clients separate from private pay clients.
94 votes -
Remove demographic fields in TheraNest & Client Portal
Allow me to remove some of the demographic fields that are displayed in TheraNest and the Client Portal. There are some fields we don't need to capture (e.g. Religion).
92 votes -
Assign supervisor per patient instead of staff member
Allow me to assign a supervisor at the patient level. Our trainees have more than one supervisor and we'd like their notes to be reviewed/approved only by the staff member assigned to that patient.
90 votes -
Add custom fields to client details page
Allow me to create my own custom fields that I can add to the client's profile so that I can track additional information outside of what TheraNest provides.
68 votes -
Default client's intake date field to date of first kept appointment
I would suggest the default intake date be the first kept appointment, or at least be able to change the default to that setting. I do not consider the date I put their name into the computer to schedule their first appointment as the intake date. It should be the day they filled everything out, either via the portal or in the office.
66 votes -
Display client credit on clients list
Allow me to customize the grid for the clients list to display any credits the client has.
55 votes -
Separate client amount due and insurance amount due when viewing ledger grid
When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
55 votes -
Include Insurance company phone number on Insurance tab
When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
55 votes -
Add a genogram builder function
A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that punctuate relationships. Genograms allow a therapist to quickly identify and understand various patterns in the client's family history which may have had an influence on the client's current state of mind.
53 votes -
Auto-format fields (dates, State, phone number etc.)
It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
49 votes -
Display the day of the week in client Appointment History
It would be really helpful to see what day of the week a client has appointments in the "Appointments" page of their client account. Instead I have to go back and forth to the calendar to verify what days of the week they come in.
49 votes
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