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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Add link to a client's Appointment history from Clients list
Add a button to be able to view the client's appointments from the client list without having to go through the detail page
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 that includes a point of access to clients’ Appointment History. Use the new “Appointments” button in the Actions column to direct to this page. 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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9 votes
We’re excited to let you know this suggestion has been implemented! Today we released an update to the Client list with colored labels applied to the balance columns. In the Client, Insurance and Total Balance Due columns you’ll see red labels for balance due or green labels for no balance due/credit available.
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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Show client flags when viewing archived clients
Allow me to view the client flags when viewing the list of archived clients.
8 votesClient flags can now be selected as a customized grid option when viewing archived clients.
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Add last appointment to archived clients list
When viewing the list of archived clients, show me the date of their last appointment so I know when I can permanently delete their records from TheraNest.
8 votesThe Last Kept Appointment can now be viewed for archived clients.
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Allow all users to access and manage prospective clients list
Allow me to enable the permission for managing the prospective clients list to all users. This permission is disabled for therapists who can only view clients assigned to them.
7 votesAll users can now manage the Prospective Clients list. If the staff member can only view their assigned clients, the permission Can access and manage prospective clients list is no longer disabled.
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Add column for assigned staff to Archived Clients list
I need to be able to filter archived patients by assigned therapist.
7 votesWe’re excited to let you know this suggestion has been implemented! Today we released an update to the Archived Client List with a new column for Assigned Staff. This column is searchable making it easier to find archived clients with this information.
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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Separate permission for adding active clients
Make a separate permission for being able to add active/new clients because we don't want our students to be able to add clients.
6 votesA new permission, Can create and import clients has been added to the Default Permissions which allows a staff member to import, create, archive, and unarchive clients. This is currently enabled by default for all staff members.
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Display client's age in chart
When viewing a client's chart, allow me to see the client's age below their date of birth in the left sidebar.
6 votesThe client’s age is now displayed in the left sidebar when viewing a client’s chart. Stay up to date on all the changes in TheraNest by checking out our changelog!
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archived search options
It would be nice if we could search archived clients by the client's date of birth. Ideally it would be great if the archived search options were set up like the active search options, but adding the client's date of birth would at least help quite a bit.
5 votesA customized grid option has been added to the archived clients list allowing you to view and search for relevant information.
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Intake forms to multiple parties
We really need to be able to send intake forms and other paperwork to more than one party (parent) per client!
5 votesWith the implementation of the Client Contact Network, a parent can use one email address to view multiple portal accounts. If an intake form has been sent to the client’s portal, then members of the contact network will be able to access it without having to send it to each parent individually. To learn more about the client contact network, check out our help articles: https://theranest.zendesk.com/hc/en-us/sections/360012820311-Contact-Network
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Add DOB to Bill to and Insurance tab of clients
It would be helpful to quickly be able to reference patients DOB on the page with the insurance info, since when calling and checking with insurance they ask for the birthday.
5 votes -
A text box on the Billing and Insurance page
A text box on the Billing and Insurance page would be useful. There are times when I want to make a note related to that page but there is no space to enter it.
5 votes -
Customized grid for archived clients
Allow me to customize the grid for archived clients and view "only" the information in the grid.
4 votesA ‘customize grid’ option has been added to the archived clients list so you can view more information for archived clients.
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View payer on archived clients grid
When viewing the list of archived clients, allow me to customize the grid to include the client's payer.
4 votesThe payer can now be viewed for archived clients.
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Clarify "Card on File" Status in Client List
The column on the grid that says "card on file" is not clear. Multiple clients have cards on file, but the card on file is only reflected as a yes if there has been a charge to the card.
4 votesWe’re excited to let you know this suggestion has been implemented! We’ve added an info icon to the “Authorized Card on File” column header. An informational tool tip is shown when you hover over the icon.
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 "Return to Contact Log" button to signed entries
After I sign a contact note, I often want to return to the contact log page, but I have to return to the "Notes" section and then click on the tab for "Contact log" again. Please add a return to contact log button to make this an easier workflow.
4 votesThe new Back to Contact Log button allows you to quickly return to the client’s contact log after previewing or signing a contact log entry.
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Add Work Phone Number to Client Details
Add work number to client details
4 votesA new “Work Phone Number” field has been added to the Client Details page. When populated it will also be displayed on the printed version of the Client Details and is included in the client data export.
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Make legal gender field options only male and female
When selecting the client's legal gender, only allow a Male and Female option since this is what populates on the claim form and those are the only option available on the claim form.
3 votesThe Legal Gender field in the application and Gender field on the client portal have been renamed to Sex and will now contain the following options: Undefined, Male, and Female. Since this field is used for claims, the options are limited to what is available on the claim form. Any options that were previously selected outside of the three listed will still be seen in TheraNest, but only those three options are available going forward.
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Add a column for next upcoming appointment on client list
would it be possible for you to add a column to the screen that shows the list of clients? we need a column that shows the clients "Next appointment" or "None" if they do not have a scheduled next session please.......thanks, donna
3 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’ Next Appointment. This column is sortable and searchable allowing you to easily find clients based on this information. To find clients who have no upcoming appointments, simply search for “-” and any client who has no future appointment scheduled 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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Change religion drop down option for Mormon
I am writing you today to urge a change in the Client Details --> Details --> Manage Demographic Info --> Religion drop down menu.
There, the option is given of "Mormon", which I understand you mean in reference to those who identify as part of the Church of Jesus Christ of Latter-Day Saints. This is being used incorrectly.
I urge you to please change that drop down menu option from "Mormon" to instead be listed as, "The Church of Jesus Christ of Latter-Day Saints," which is line with the Church's new style guides here.
3 votesWe have released an update that corrects the client religion dropdown option for “Latter-day Saint.”
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