A simple to do list would be helpful. Something we can easily access from the calendar, but won't conflict with scheduled items on the calendar (e.g., chores, tasks, and other downtime items).

to do list on agenda page or calendar

To-do list for clinicians

Create alerts/reminders that you can create and they pop up at the time you choose

a way to identify somewhere, hopefully on agenda, date annual papework was done and when its due again, same with treatment plan

It would be nice to have a virtual high five or something that says I completed all of my notes for the week. Or I can set personal goals around note completion and get alerted in some way.

One of the features I really liked about the Simple Practice Software, is that it sent me a daily email "Agenda for Today". The headings were specific to whatever your permissions were (i.e. admin, receptionist, therapist). This is an example of the headings I was sent everyday during my trial period:

Today’s Schedule
No appointments today.

Reminders
Create a Progress Note for appointment on 11/28 for CC ›

Payments
No payment updates.

Invoices
No invoice updates.

PLEASE DO THIS!!! Task management that can be assigned to specific clients as well as general office tasks! This needs to be implemented! It was onced marked as planned but is no longer marked that way?! Why?? It is a needed feature!

I would like to be able to see any personal comments on individual appointments when accessing the calendar for the day to remind me of specific ideas or topics to introduce during the session.

a to do list that shows on calendar that you can customize as well

create a blank to do list

something similar to sticky notes on computers but for staff members to keep track of things that need to be done.

I would like a feature to be added where if I am working on an invoice for a client and realized I forgot to add something in the client's profile, I can go to the shortcut on the side to add it into the profile, but then be able to get back to the invoice I was originally on.

Also, I would like to see on the home page as soon as I login to Theranest that I have to complete so and so's progress note, or the ability to set up a list of things to appear that are due.

Being able to set up alerts in Theranest when the alert is not linked to a Theranest document, like a treatment plan.

For example: Being able to set up an alert to notify me to get a release of information updated on a chosen date (when the release of information is not a Theranest document.)

Some type of indicator to inform clinician that what document/notes are due.

Yes, Therapy Notes has this on the agenda as an option! Helpful to not forget/overlook a task.

have a way to put in 'no insurance' or 'self pay' so it shows up on the client's note and the insurance section is not left blank

With ability to set tasks on specific dates do come as reminders

I would love a post it note section. I vote yes!

A shared to do list for your agency would be nice. One where you can assign tasks to certain individuals or to everyone. The main reason I would use this is when we get referrals from doctors etc, I upload them for everyone to see and then when they take the client, they check them off the list. So anything with that ability, I imagine most agencies could use