Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1564 results found

  1. View entire credit card description when applying a payment

    When applying a payment, allow me to view the entire credit card description without having to click the dropdown.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. Display address in progress note

    Display the location address of the appointment in the progress note.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  3. Set payment override amount by case

    Allow me to set the payment override amount by case rather than at the client level.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  4. Prompt for signature after approving note

    As a supervisor, allow me to apply my signature after approving the note rather than going back in to sign in.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. Indicate if payment was HSA/FSA

    When charging a client's credit card, allow me to indicate if the card used was an HSA/FSA card.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  6. Report on client portal users

    Allow me to run a report that will show all the clients and contacts that have access to the client portal, any pending invitations, and the number of incomplete forms.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  Admin →
  7. Don't update name changes on previous documentation

    When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. Search alerts

    Allow me to search the alerts/notifications I get in TheraNest so I can find what I'm looking for faster.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. Display both the physical and the bill to address on the invoices to appear on the

    Allow me to show both the physical address and the billing address on the invoice.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  10. Turn on/off automatic credit card receipts for all clients

    Allow me to turn on or off automatic credit card receipts for multiple clients at once instead of having to go into each client's billing information separately.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. Create invoices for the following year

    At this time you are unable to create an invoice dated for the upcoming year because of the restriction by the AMA license.

    It would be nice for practices that do preemptive billing to be able to bill their sessions prior to the year changing.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  12. Process credit card payments under $1

    Allow me to process credit card payments under $1.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  13. Read only access to all cases

    I want certain therapists the ability to view all cases, but only be able to edit/make changes to the cases they are assigned to.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  14. Make "Gender" a Dynamic Element

    I would like for the Gender field on the Client's profile to be a Dynamic Element that will populate on Dynamic Forms automatically.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. Hide archived locations in calendar filter

    Allow me to hide archived locations in the "Locations" filter on the Calendar and Agenda.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  16. Split service charge across invoices for groups

    If I create an invoice for a group appointment, have the charge be split across all members of the group rather than each member getting charged the full amount.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. Display co-insurance in left sidebar when viewing a client's details

    When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  18. Provide ICS file for calendar syncing

    Allow me to get an ICS file so I can sync my TheraNest calendar with another external calendar.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. Allow me to check eligibility without being enrolled in claims processing

    Allow me to complete eligibility checks on my clients without having to enroll in claims processing.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  20. Change "Mormon" selection in religion field

    Change the "Mormon" selection in the religion field to "The Church of Jesus Christ of Latter Day Saints."

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  • Don't see your idea?

Feedback and Knowledge Base