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.
170 results found
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Remove archived service types from menus
We archived them for a reason. They do not need to appear when creating an appointment, creating invoices, sorting the calendar by service type, etc.
1 voteA setting in your Calendar Appearance Preferences controls whether archived service types are visible on the calendar. Here's more information about your calendar preferences: https://tbrandsneworg2022.my.site.com/support/s/article/360052498031-Set-Up-Calendar-Appearances-Preferences-TheraNest
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Alway the same email to be used on multiple Client portals
It would be extremely helpful to allow the same email address to be used on multiple client portals. This would eliminate a lot of issues we have been having. Thanks!
1 voteOur Contact Network allows an individual to access to multiple client portals with a single login. Here's more information about that feature: https://theranest.zendesk.com/hc/en-us/articles/360059021411-Client-Contact-Network-Overview-TheraNest
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colors for service types
Can each service type be assigned a color to make it easier to customize?
1 voteWhen creating service types, you can assign a background and text color. Here's more information about that feature: https://theranest.zendesk.com/hc/en-us/articles/360052028692-Add-Edit-Service-Types
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multiple accounts with same email
There are several families that I work with who have me work with the members individually. Thus, I keep individual accounts for these INDIVIDUALS. However, the parents are all stuck in a bind where they can't use the same email for their own profile and their child's profile because it doesn't allow you to use an email that's already in the system for a different client. I used to use CounSol and they created a feature where you could create a unsername in place of the email for signing in with the separate accounts and it allowed them to then…
1 voteClients can actually use the same email and log in to view their portal account as well as their child! This is accomplished through the Contact Network. Click the following link to learn more about the contact network and feel free to reach out to our support team if you need further assistance. Thank you!
https://theranest.zendesk.com/hc/en-us/sections/360012820311-Contact-Network
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Add a box for Tax ID on invoices
It would be great to add a box for Tax Id on invoices.
1 voteThe Tax ID entered in your Organization's Profile displays on invoices if printed as a superbill.
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email confirmation
I would like the ability for an automated appointment confirmation to be sent by email at the time the appointment is made
1 voteThis is currently available in TheraNest, you may just need to enable this setting under the Organization tab.
Click the “Organization” tab.
In the left sidebar, click “Client Portal”
Make sure you’re on the “Settings” tab
Under “Client Notification Settings”, check the box next to “Creates an appointment”This will send the client an email notification when an appointment is created in TheraNest. Here’s more information: https://theranest.zendesk.com/hc/en-us/articles/360051577812-Manage-Client-Portal-Appointment-Notifications
Thank you!
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email for client portal
It would be helpful, particularly for juvenile clients with siblings, to have the client portals linked for siblings or being able to use the same login email for more than one account. Right now, client's parents cannot have access to both their child's records unless they have multiple email addresses.
1 voteWith the release of the Contact Network, one parent or guardian can have access to additional accounts under one login. Check out our help articles to learn more about this feature!
https://theranest.zendesk.com/hc/en-us/sections/360012820311-Contact-Network -
1 vote
Followed-up with Liz and she’s going to reach out to the customer.
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Sex Assigned at Birth + Standard Intake Form
I want to be able to ask "What is your sex assigned at birth?" This helps me identify transgender clients where some may check their gender as "male."
See attached: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3721165/pdf/amiajnl-2012-001472.pdf
1 voteForms can be created to include fields that you want to capture for your practice! Here’s a help article with more information. https://theranest.zendesk.com/hc/en-us/articles/360055249252-Dynamic-Forms-Overview
If this isn’t what you were looking for please feel free to re-submit your idea with more information. Thank you!
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Customized scheduling
I’d like to schedule appointments every 45 minutes from 2:00 pm til 8:00 pm; ie. 2, 2:45, 3:30, 4:15 etc. can’t figure out how to do this. Is it possible?
1 vote -
bcc in emails to send same letter to multiple patients
In the current secure portal we cannot send the same message to multiple patients without each seeing the other names. In order to avoid that happening in the current configuration the same email has to be sent to each patient individually.
This would allow the list of patients to exist in bcc format so that the recipient only sees her/his name and not any of the others.An additional feature with this would be a drop down list of patient names with check boxes so you can just check the patients that are on the recipient list.
1 voteHi!
The secure message feature does work as a BCC Function. See article here. https://help.theranest.com/en/articles/1195888-send-mass-message-to-clients -
Copy new custom forms to intake forms
I made a few custom forms that I wanted to copy into my intake forms but was unable to do so. It would be great if I could just. pull them into my intake forms without needing to start over from scratch to re-create the same form in the intake forms section.
1 voteyou can copy any custom form to intake form and any intake form back to custom forms. Please reach out to support if you need assistance.
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electronic signatures to custom forms
Sometimes you need to update a form like a fee agreement or complete something like a release of information, it would be great to be able to add in an electronic signature to any new custom forms you create that you need the client to complete and sign.
1 voteHi, this is existing functionality. See article attached. https://help.theranest.com/en/articles/1516970-accept-client-signature-on-custom-forms
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Telehealth scheduling
Hi! Wondering if it is possible to send a telehealth link to the email associated with the account without setting up a client portal. I am not interested in setting up the portals however the majority of my practice is telehealth at this time. It would cut down on my paperwork if when you select telehealth in the appointment screen if it automatically sent an email with the link to the client. Thanks!
1 vote -
Allow unique invitation link to client portal to link with existing file therapist created
When I invite a client to the Portal, it sends that a unique button that matches the file I already started for them. But if a client requests the link again, I have no way to send them their unique link. It will not let me re-invite them, and has no way to copy anything but a generic "New Invitation" link. So a way to get a copy of their unique invitation link to re-send them would be great.
1 voteYou can reinvite them from the client details page. However, if they already have an account and just want a login link you can send them the link in your shortcuts menu!
https://help.theranest.com/en/articles/2116989-explanation-of-client-portal-shortcutshttps://help.theranest.com/en/articles/3827176-re-invite-clients-to-the-client-portal
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Manage Household Information Report
A report that aggregates all info in the client profile and compares it to others in the system. Example: A customizable report that populates all of the additional demographic info of clients in the "Manage Client Info" area, currently located on the bottom of the Client Details page. This would give information like:
Which and how many clients in couples services, also have children?
Which and how many clients have a Social Worker contact in their profile?
Which and how many child clients have "legal guardian" instead of "parent" listed?These types of demographic questions need to be searched and…
1 voteA client's household information will appear in the client export. Here's where to find that information:
- In the left navigation menu, click Organization
- Click Export data
You can choose to export all clients, or only active clients. Here's more information about that report: https://theranest.zendesk.com/hc/en-us/articles/360052323872-Export-Client-List-or-Data-TheraNest
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Unbillable note option
Please add an unbillable option to be able to enter notes for information purposes only and not for billing purposes. This is an important option when working with Medicaid
1 voteThere are a few options here when wanting to create a note that isn't meant to be billed.
A progress note can be created without being tied to an appointment. This can be created by going into the client's case and adding a new progress note.
Additionally, a service type is not required when creating an appointment. This means the progress note can still be tied to the appointment, but an invoice cannot be created.
If there's different functionality you're looking for, please resubmit your idea with additional details for us to review! Thank you!
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Client Portal
Would it be possible to add a feature where users (in addition to administrators) can send clients paperwork through the portal?
1 voteUnder a staff member’s permissions, there’s a checkbox under Default Permissions that allows the user to invite clients to the portal and manage intake forms, including sending, receiving, and revoking intake forms. You can learn more about permissions here: https://theranest.zendesk.com/hc/en-us/articles/360052772431-Set-Staff-Permissions
Thank you!
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More detailed invoices/receipts
Currently, client invoices/receipts only reflect the client amount due/balance. I'd like clients to be able to see the "full picture" of their billing including:
- client amount due/paid,
- insurance amount due/paid, and
- write off amount with reason.1 voteInvoices currently display two columns, the client amount due and the insurance amount due. Below the invoice, it will display the amount the client has paid as well as insurance. If this isn’t what you were looking for, please re-submit your idea with additional details!
Write-off displaying on invoices is a separate suggestion and you have been added as a supporter to that idea. Thank you!
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special notes
The addition of "special notes," or notes that are not progress notes that are for special circumstances (an important collateral contact conversation or an unexpected discharge without a session) .
1 voteDynamic Forms allows you to create client forms that can be used multiple times for a client. You can create your own notes template that’s outside of a progress note and not tied to an appointment to keep track of special circumstances or conversations. You can learn more about dynamic client forms here: https://theranest.zendesk.com/hc/en-us/articles/360052322112-Create-a-Dynamic-Form
If you were referring to different functionality, please let us know so we can update the idea with more details about what you’re looking for. Thank you!
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