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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Increase visibility of scroll bar in new navigation
The scroll bar in the left-hand navigation is small and blends in with the page making it hard to use.
2 votes -
Permission to upload files
As an admin, allow me to set who has access to uploading files to a client's General Documents or Clinical Documents.
2 votes -
Custom formatting for reminder emails
When I'm creating the appointment reminder email, allow me to apply formatting so I can bold, underline, or italicize words.
2 votes -
Training library for staff based on permission level
Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn't have access to because it can be confusing for them.
2 votes -
Rearrange navigation
Allow me to rearrange the navigation pages. I may want My Tasks to be first rather than after the Calendar.
2 votes -
Filter manage clients list in client portal settings
When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
2 votes -
Archive primary practice location
Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.
2 votes -
Increase character limit for task notes
Increase the character limit for the "note" field when adding a task.
2 votes -
Print practice chat messages
Allow me to print conversations I have with staff using the practice chat.
2 votes -
Report on/audit general and clinical documents
Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a release, cc auth, etc.).
2 votes -
Indicate which staff are currently logged in
Allow me to see which staff members are currently logged into our account without having to use the Practice Chat.
2 votes -
Allow admin control of only showing client initials in synced calendars
As an admin, allow me to set the preference for having only client initials show in calendars and email alerts for all my staff rather than having them control this setting individually.
2 votes -
Restrict staff from editing the service type filter on the calendar
Allow me to restrict staff members from editing the service type filter on the calendar. We have staff members that are hiding some service types which then leads to double booking or missing appointments.
2 votes -
Access 1099 form in TheraNest
Allow me to access my 1099 form right within my TheraNest account.
2 votes -
Change client pronouns in activity log
When a client makes a change on their client portal, the activity log entries default to the male pronouns. Have the pronouns default to the pronouns the client identifies with.
2 votes -
Send email confirmation when appointment created without enabling client portal
Allow me to enable a setting that sends my clients a confirmation when an appointment is created without having to enable the client portal.
2 votes -
Change suicide verbiage on informed consent intake form
Change the verbiage about suicide on the Informed Consent intake form. "Committed suicide" should be replaced with something like "died by suicide" or "completed suicide".
2 votes -
Allow billers to void & refund payments
Allow users with billing level permissions to void, refund, or delete payments.
2 votes -
Allow special characters on staff and client names
Allow me to add special characters to staff or client names.
2 votes -
Add reminder log to default permissions
As an admin, allow me to give my front desk staff access to a client's reminder log.
2 votes
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