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.
182 results found
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Track business expenses in TheraNest
I'd like the ability to track my business expenses such as rent, office supplies, continuing education expenses, etc.
36 votes -
Assign "view only" permissions staff members
Hi-- we have been using your system for about two months now at our Intensive Outpatient Program and are overall very happy. We have about 25 providers who we would like to give limited access to the site. So that notes can be done and accessed by all. However, we are concerned about providers accidentally deleting/changing items on calendar. That would be a disaster for our program. It would be incredible if there was a way to have the view only option for calendar and client information pages so that there would be more control for the support staff and…
36 votes -
Move the location of the Get Help button
The Get Help button is in an inconvenient spot. I suggest it be moved to the left side or middle bottom of the screen so that it does not cover up the Enter Notes or signature buttons. I keep hitting it by mistake.
35 votes -
Automatic generation of tasks
Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
28 votes -
Separate permission for archiving clients
Create a separate permission that allows a staff member to archive/unarchive clients.
28 votes -
Select whether completed intake forms should save to clinical or general documents
When creating an intake form, allow me to choose whether the completed form is saved to the client's General Documents or Clinical Documents for all open cases so we can limit which staff can view them.
27 votes -
Track releases of client information
A document to track Releases for HIPAA compliance
27 votes -
Permissions for appointment changes
Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
26 votes -
Referral Management System
It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
26 votes -
Appointment reminders for staff members
Allow me to enable appointment reminders for our staff members so they get reminded about an upcoming appointment with a client.
25 votes -
Switch back to old navigation
Allow me the option to switch back to the old navigation.
24 votes -
Download intake paperwork directly to Clinical Docs
Currently, all of the intake paperwork completed in the patient portal is downloaded into General Docs. Since this paperwork frequently contains HIPAA protected information, it would be better if could immediately be placed in the Clinical Docs so only the assigned therapist can see it.
24 votes -
Permission to allow staff member to remove their own signatures from signed notes
Have a permission setting to allow a staff member to remove their signature from signed progress notes. Sometimes they need to make edits to correct typos, etc. and right now they have to reach out to an admin, which is a hassle when fixing small mistakes.
24 votes -
Have the DBA be client-facing
With the new DBA field, make the name entered in that field the one that clients see because that's what they know my business as.
23 votes -
View or work in two areas of TheraNest at the same time
Allow me to view or work in two areas of TheraNest at the same time. For example, I may want to view the calendar and case file at the same time, or the client's ledger and their notes at the same time so I don't have to switch back and forth.
22 votes -
API access
Allow me to have access to TheraNest's API.
22 votes -
Allow staff without billing permissions to see client Insurance details
If we could have some way therapists can see who the insurance payer is without having any billing permissions, that would be amazing! Our reasoning behind it is some insurance payers allow for two sessions a week versus one and it would help our therapists know how many sessions can be scheduled in one week.
21 votes -
Edit existing referral sources
I'd like the ability to edit my referral sources. Right now, I can only archive a referral source, but if their place of work changes, or their name changes, or I want to add information about them, I have to archive and create a "new" referral source. It would be much better to be able to edit them.
21 votes -
Organization branding for client portal
Allow me to customize the look of the client portal so it matches the branding for our organization.
19 votes -
Translate forms to Spanish
Allow me an easy way to translate my forms into Spanish so I don't have to retype them.
19 votes
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