Skip to content

Have an idea?

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

How can we improve the TheraNest web app?

← TheraNest App

To-do task checklist & reminder feature

I have used another practice management program that had a feature that had a "to do list" feature that reminded you of anything missing from all client files. So for example, the to do list might itemize missing progress notes, missing demographic info, etc. It looked like this:

"Do progress note for John Doe's therapy session on 10/10/17"
"Enter demographic information for Jane Doe"
"Missing insurance and billing information for Joe Blow"
"Create a treatment plan for Joe Blow"
"Create a termination note for Client X since there have not been any appointments for 60 days"

Great if we can use the task list and reminders function for client tasks and general business or admin tasks.

913 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Cheryl Miller shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminMaria Coyle (Sr Product Manager, theranest) responded  · 

Hi everyone! We have released the core functionality of the Task List, and will continue to add enhancements in the coming months. Improvements to come include reminder notifications, the ability to assign a task to someone else, and automatic task additions.  Please suggest and vote on these improvements in UserVoice so we can determine which ones to work on first! 

Comments are closed An error occurred while saving the comment
  • Elizabeth Benson commented  ·   ·  Report

    REGARDING THE NEW TASK LIST FEATURE:

    It is great that TN added a task list but it seems to function like a paper "to do" list that you can just write in a notebook, as you have to manually enter anything you want on this list.

    I was really hoping for a feature that automatically populates missing notes, treatment plan updates, missing signatures, un-billed invoices, missing DA's, etc.

    I hope that this rudimentary list was just the start and that they will continue to develop this feature to be primarily automatic.

  • Susan Melzer, MSW, LCSW commented  ·   ·  Report

    Please consider adding a to do list area to the agenda page. We often have other things that are not client specific that we need to do during the day like call CAQH, call a referral, etc

  • Joshuah Taylor commented  ·   ·  Report

    This needs to happen. Especially for missing notes/intakes, etc.

  • Shauna Regan commented  ·   ·  Report

    Have used this feature previously and it is extremely helpful! Would be a great addition!

  • Caroline Millington commented  ·   ·  Report

    Yes!!! I was about to request this and then saw it's already been suggested and upvoted--this would be hugely helpful for me.

  • Susie Mills commented  ·   ·  Report

    This would be incredibly helpful! Especially for things like Missing Treatment Plan and Termination Reminders.

  • Nakieta Lankster commented  ·   ·  Report

    This has been in high demand since 2017 and in 2021 it's still not available. Disappointing!

  • Shea Hesselbacher commented  ·   ·  Report

    I would love a place where I can add notes without having to put them in my progress notes. For instance, a to-do list as listed above (with reminders). Also, a place where I can jot down activities or themes I would like to prepare for the next session, or any other reminders that do no need to be attached to the progress notes. I want to be able to delete as needed, etc.

  • Mandi Cauley commented  ·   ·  Report

    Related...ability to create and set custom/practice specific alerts and reminders, both within the system and by email! The built-in tracking and alerts are fine, but the functionality would be so much more practical and helpful if we could add our own internal notifications.

  • Doug Richard commented  ·   ·  Report

    Long overdue. We are considering moving to a different system because multiple clinicians are unhappy about this feature not being present.

  • Anonymous commented  ·   ·  Report

    Add a to-do-list or task feature much like Todoist or Microsoft Planner

  • Cathy Cruzan commented  ·   ·  Report

    Oh my! Absolutely! We have the same issue. We currently keep a separate spreadsheet to track clients who have contacted us & we've followed up but haven't added them to the schedule. The only way is to add them as a client & archive but that's not the way to track! And to bury notes in each client file isn't effective either. PLEASE DO ADD! That would be a great feature!

  • Aimee Pomerleau commented  ·   ·  Report

    A to-do task checklist would make this program *so* much more efficient! As it is, I am having to keep a separate google doc with each client and to do tasks. What a waste of time duplicating information and toggling around! Also, if would be great to be able to assign someone a task.

  • Perla Duran commented  ·   ·  Report

    I would like to have the option to have a To Do list, and have the ability to assign items to other therapist and office staff. And, if possible, time stamp when the assigned person read/received the information :)

  • Jamie Erdman commented  ·   ·  Report

    The ability to set reminders for file reviews, updating treatment plans, collecting information such as insurance information from clients if collecting at later dates, review reoccurring schedules. There's so many things that a reminder option would be helpful for in this app.

  • Julie Angstadt commented  ·   ·  Report

    I would definitely appreciate this and like it to have alerts for when quarterly/annual treatment reviews are due.

← Previous 1 3 4 5 6 7

TheraNest App: Practice Management & Administration

Categories

Feedback and Knowledge Base

(thinking…)