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.
74 results found
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Filter client list by client flags
When viewing the client list, allow me to customize the grid to include any client flags and allow me to sort/filter by the flags.
31 votesA new customized grid option for Client Flag is available when viewing the client list.
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Enter custom entry when "Other" is selected in "Race" field
Allow users to enter custom entry when "Other" is selected in "Race" dropdown. This will allow providers to more accurately define their clients' identities.
31 votesWe’re excited to let you know this suggestion has been implemented! You can now enter a custom entry when “Other” is selected from the “Race” field in the Client Details page. This field is also available for your clients in their Client Portal accounts so they can self-identify as they see fit.
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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Display assigned staff member(s) & clients not assigned to staff in client list
Update client list to show any staff members assigned to that client with the ability to filter each staff member.
27 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes a column for clients’ Assigned Staff. This column is searchable allowing you to easily find clients based on this information. To find clients who have not been assigned a staff member, simply search for “-” and any client who has not been assigned a staff member will be shown in the results. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3904172-features-and-functions-of-the-client-list
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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Add preferred language field to Client Details
Our facility is undergoing accreditation with The Joint Commission. When reviewing statues, it indicates a client's "preferred language" is required in the demographics section of their chart. Would this be a feature THeraNest would consider adding ASAP?
26 votesA new field is available in the client’s Details to indicate their preferred language.
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Allow $0 values on client's insurance details page
Prior to update, you used to be able to add a $0 to numeric fields. This includes Copay field, which triggered the word Copay on Agenda/Calendar and was a work around for customers who needed to distinguish between cash and insurance clients. Now you cannot add a $0, you have to leave it blank which keeps copay field from populating on Agenda/Calendar.
26 votesWe have released an update to allow 0 value to be saved in all numeric fields on a client’s insurance details page.
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Using same email for siblings
It would be nice to be able to send paperwork for multiple siblings to one parent email instead of them having to have multiple emails for the children
25 votesWith the client contact network, one email address can be used to access multiple portal accounts! To learn more about this feature, check out our help articles: https://theranest.zendesk.com/hc/en-us/articles/360059021411-Client-Contact-Network-Overview-
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Display if client is active in client portal in client details
Indicate if a client has an active account in the client portal in their client details.
24 votesWe’ve released an improvement that displays whether a client has an active Client Portal account in your organization. This label is displayed on the client’s Details page. If a staff member has admin level permissions, the label is clickable and directs to your organization’s Client Portal Settings page.
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Add Date of Birth to billing and insurance page
Perhaps it could prepopulate from the detail page?
24 votes -
Add sexual orientation to client details
I am thrilled to see more options added to gender (I've checked out many programs that do not have this) but I work in a queer mental health agency and sexual orientation is also a necessary demographic.
20 votesWe’ve added a new field for sexual orientation to the client profile’s details tab (under the manage demographic info section).
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Bulk archive multiple clients at once
It would be nice if there was a way to mass archive clients. We have an existing practice with a large number of clients so it is rather tedious to manually go through and archive all the old clients after we have uploaded our client database.
19 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid with the ability to select multiple clients at a time for bulk archiving. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3903307-archive-multiple-clients-at-once
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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Add secondary insurance payer to client sidebar section
If a client has an active secondary insurance payer saved to their profile then show it in the client sidebar like primary insurance is now.
17 votesWe’re excited to let you know this suggestion has been implemented! Today we released an update to the Client sidebar to display the secondary insurance payer if the client has one on file.
We are continuously working to improve TheraNest and we appreciate 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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Add column for Client ID to "Clients" list
Would love to see client ID numbers listed next to names on the Clients list!
17 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes a column for Client ID. This column is searchable allowing you to easily find clients based on their Client ID. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3904172-features-and-functions-of-the-client-list
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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Assign staff members to prospective clients
When adding a client to the prospective clients list, allow me to assign a staff member.
15 votesStaff members can be assigned to prospective clients and will automatically be assigned to the client if the client is activated.
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Add option to load all appointments since intake date on client appointment history page
I want to quickly see all appointments from client history so that I do not have to manually search for most-past and most-future appointments. Otherwise this can be a time-consuming task.
13 votesWe’re excited to let you know this feature has been released! On the client’s Appointment History page, there is now a “Load Full History” button that when clicked automatically sets the start date equal to the client’s intake date and the end date equal to today + 365 days. This allows you to quickly see all appointments from the client’s Appointment History without manually inputting a broad date range.
If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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add co insurance rate
add co insurance rate option under Bill To & Insurance Info just like you have co pay amount listed.
13 votes -
Report on or print prospective clients list
Allow me to run a report or print the list of prospective clients.
12 votesThe Prospective Clients list can now be exported to a PDF or CSV.
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Indicate Default Rendering Provider in Client Profile
I need to be able to indicate which staff member is assigned as the rendering provider for each client.
12 votesYou can now set a default rendering provider on the client’s Bill to & Insurance info tab, ensuring that you will always bill with that specific provider for their payer. Check out our help article for more information: https://help.theranest.com/en/articles/2305520-submit-claims-with-a-supervisor
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Import client insurance information
I have to enter all current insurance information to every client and I am wondering if there is an easier way than manual entry
12 votesAdding new clients in bulk and migrating information to TheraNest is now easier than ever. We’ve expanded our Client Import feature so you can now import primary insurance information for clients when using this tool.
With this update, the following items can be added via the Import Tool:
- Insurer
- Insured ID Number
- Plan Name
- Effective Date
- Effective Date
- Group NumberAll insurance information uploaded is for the primary insurance only and will be displayed in the Bill to & Insurance section for a client.
Learn more about how to use the Client Import feature here: https://help.theranest.com/en/articles/1195883-how-to-import-clients-into-theranest
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Adding Group Activity to Activity Log
Add the following activities to the Activity Log:
- Client added to group
- Client removed from group
- Group created
- Group archived11 votesWe’re excited to let you know this suggestion has been implemented! The following actions will now be logged in your organization’s Activity Log:
- Client added to group
- Client removed from group
- Group created
- Group archivedWe are continuously working to improve TheraNest and we appreciate 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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Improve pagination for Client List
It would be great to have a way to advance to a page in the Clients list without having to click through a bunch of tabs first - or to be able to view all clients on the page or at least 50 at a time or such. I'm currently having to go through and check each client's newly entered data and I'm on page 13 of 24. So each time after I finish a client, it does not take me back to page 13, it goes all the way back to 1. It's a little thing - but as…
10 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid with improved pagination options. Update the pagination to load 25, 50, 100 or 250 clients in the grid. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3904172-features-and-functions-of-the-client-list
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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