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TheraNest App

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1564 results found

  1. Reduce file size of PDFs

    When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.

    1 vote

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  2. Have certain forms always available on the portal

    I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.

    1 vote

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  3. Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

    Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  4. Show planned interventions from last note on client's chart

    When viewing a client's chart, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.

    1 vote

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  5. Send text message to clients when appointment scheduled

    When I schedule an appointment for a client I want them to receive a text message rather than an email notifying them that the appointment has been created.

    1 vote

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  6. Sort client list by assigned staff

    Allow me to sort the client list by the Assigned Staff column.

    1 vote

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  7. Print agenda with client ID only

    Allow me the option to print the Agenda with only the client's ID instead of their name.

    1 vote

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  8. Add date of first session as dynamic form element

    When creating a dynamic form/intake form, allow me to insert the date of the client's first session.

    1 vote

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  9. Allow therapists to re-open closed cases

    Allow therapists to re-open closed cases as long as they were assigned to the case originally.

    1 vote

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  10. Make "save & accept payment" a separate button

    When saving an invoice, make the "save & accept payment" a separate button rather than just nestled under the "save" button so I can move through invoices faster.

    1 vote

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  11. Add field for anticipated discharge on case info tab

    When viewing the information for a case, allow me to enter an anticipated discharge date.

    1 vote

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  12. Add a character count to appointment decline messages

    When a client requests an appointment via the client portal and I decline it, show me how many characters I can type in the decline message. The error message that comes up says my message is too long, but I'm not sure how long is too long.

    1 vote

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  13. Add email address to clients intake report

    When running the Clients Intake report, allow me to include the client's email address.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  14. Make tooltip clearer on invoice about rate vs. amount

    When creating an invoice, make the tooltip clearer about the difference between the "rate" field and the "amount" field.

    1 vote

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  15. Limit staff view of appointments to cases

    Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.

    1 vote

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  16. Multi-sorting in client list

    Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.

    1 vote

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  17. Connect to NC HealthConnex at the payer level

    Allow me to connect to NC HealthConnex at the payer level.

    1 vote

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  18. Don't automatically display pre-defined options when typing in mental status

    When clicking into the mental status fields of a progress note, don't automatically display the pre-defined options. Sometimes I just want to enter text without seeing the pre-defined list I can insert.

    1 vote

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  19. Change location of mental status pre-defined options

    When typing into the mental status section of a progress note, have the pre-defined options appear to the right side of the section so it doesn't block the next items in the list.

    1 vote

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  20. Report on group appointments as one unit

    Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
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