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.
27 results found
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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…
913 votesHi 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!
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Add organization logo to custom forms
Have my organization's logo displayed at the top of printed custom forms or intake forms.
212 votesYour organization’s logo will now appear on printed dynamic forms and intake forms!
A new idea has been created specifically for logos to appear on assessments and treatment plans. If you’d like to vote for this idea, you can do so on our feedback forum: https://theranest.uservoice.com/forums/914431-theranest-app/suggestions/43317333-display-organization-logo-on-assessments-treatme
Thank you!
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Upload image file as signature
Allow me to upload a jpeg or image file of my actual signature and use that for signing notes.
97 votesYou can now upload an image file and use it as your electronic signature.
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Ability to set a default place of service in Organization Settings
Add the ability to set a default for place of service in my organization settings. Staff members could still manually override the default in the progress note or invoice, but in our admin settings I would pick which Place of Service option would be the default across our organization.
66 votesWe’re excited to let you know this suggestion has been implemented! Today we released an update that includes a new setting in your Organization Settings that allows you to to set a default place of service for your entire organization. Learn more here: https://help.theranest.com/en/articles/3994347-set-a-default-place-of-service-for-your-organization
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Remove access to edit custom forms from therapist permissions
Only an administrator should have access to create custom forms and put more formating such as importing demographic information.
36 votesNew permissions have been made available for Dynamic Forms! You can now choose whether users with the Therapist permissions can add, edit, and archive Dynamic Forms. Click “What’s New” in TheraNest for more information.
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Select organization default place of service for telehealth appointments
Allow me to set whether telehealth appointments should default place of service 10 or 2 when turning the automatic telehealth place of service setting on for my organization.
29 votesUnder your organization's settings, you can now specify whether the default telehealth Place of Service is Telehealth (02) or Telehealth Provided in Patient’s Home (10).
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Add address to Staff Details page
Allow me to record a staff member's home address in their staff details.
16 votesYou can now record a staff member's address in the Details.
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Allow office admin staff access to Custom forms
Design permissions where the front desk staff can see custom forms without having therapists access
15 votesNew permissions have been made available for Dynamic Forms! Users with the Default Permissions can now view and create entries for Dynamic Forms. Click “What’s New” in TheraNest for more information.
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Remove organization address from intake forms
Remove the address from the intake forms (e.g., informed consent). I only practice telehealth and I don't want my home address appearing on the form.
13 votesA new client portal setting is available under the Organization tab that allows you to hide your organization’s address on intake forms. Click here to learn more
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Unarchive service types
Allow me to unarchive a service type after it's been archived so I don't have to recreate it if it becomes active again or if it accidentally gets archived.
12 votesArchived service types can now be unarchived. Click here to learn more.
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Make task list more visible
Make my tasks more visible so I don't forget what I need to do.
9 votesMy Tasks has been moved to the top navigation bar to make it easier to access your task list.
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Change client dropdown to search when adding a task
When adding a task to the task list, change the client dropdown to a search. We have a lot of clients in our system and it takes too long to scroll.
9 votesYou can now search for clients in the Associate with client field when adding a new task to link clients faster rather than scrolling through the list.
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Have a separate appointment reminder for telehealth
Allow me to customize an appointment reminder template for just telehealth sessions.
7 votesIf your organization subscribes to our integrated Telehealth solution, a new Telehealth appointment reminder template is now available for phone, text, and emailed appointment reminders. If you have reminders enabled, your existing email and text reminder templates have been copied over. A default template is provided for phone reminders. These can be customized to provide specific information to your clients about Telehealth appointments.
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Add Place of Service permissions to Therapist permission level
Having the Notes with Place of Service is great but if the therapists can’t change it themselves then it doesn’t actually help billers.
Place of Service should be part of permissions Therapists already have.
7 votesWe have released a new optional therapist permission to change the place of service on progress notes.
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View a staff member's availability from their profile
When a staff member has set their availability from their calendar preferences, allow me to view that availability from their staff profile.
6 votesA new Availability view is now available on the Calendar allowing you to see when staff members are available.
Additionally, our new Advanced Availability feature is currently in Beta. This feature allows you to create availability blocks to specify the services you are available for scheduling at specific times and locations. Click the following link to learn more: https://theranest.zendesk.com/hc/en-us/articles/17406970275860-Advanced-Availability-FAQ-TheraNest-
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Create an option where you can lock rooms
We have 5 rooms and 12 therapists. I need to be able to lock a room once a therapist is scheduled in it so another therapist cannot schedule the same room at the same time.
5 votes -
Add AUDIT as an intake form
Have TheraNest add the AUDIT to the list of intake forms so that I don't have to create it myself.
4 votesAUDIT-C has been added to your organization's Dynamic Forms. This form is currently archived. You’ll need to unarchive it to use it at your organization.
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email address
It would be nice to use the same email address when a client has several children from the same family that need to be invited to the client portal. Mom said she is not creating another email address to keep up with.
4 votesThis was addressed as part of our contact network feature. You can view more about that feature by accessing the following help article: https://theranest.zendesk.com/hc/en-us/articles/360059021411-Client-Contact-Network-Overview-
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Allow staff with "Therapist" permissions to Share New Form(s)
Allow staff with "Therapist" permissions to "Share New Form(s)" under the General Documents tab so that they can request clients to complete screening tools (e.g., PHQ-9, GAD-7, custom forms) as needed instead of needing to contact someone with administrative permissions. to share a new form.
4 votesMark the box under default permissions and your therapists will be able to invite to the client portal in addition to sending new forms!
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Create recurring tasks
Allow me to create a task that repeats at a given time interval.
3 votesRecurring tasks can now be created if you have tasks that need to be completed on a regular basis.
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