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TheraNest App

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266 results found

  1. Add COVID vaccination status in the patient's chart

    In the client's chart, allow me to indicate if the client is vaccinated or not against COVID.

    2 votes

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  2. Make marital status a free-text field

    When we enter the client's marital status or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

    2 votes

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  3. Permission to view only prospective clients list

    Make a permission so we can have staff members only view the prospective clients list without managing it.

    2 votes

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  4. Add type of therapy to prospective clients list

    When adding a client to the prospective clients list, allow me to indicate what type of therapy they are seeking (e.g., individual, group, family, etc.).

    2 votes

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  5. 2 votes

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  6. Change default date range when viewing a client's appointments

    Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.

    2 votes

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  7. Directory for contact network

    Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.

    2 votes

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  8. View details of billing notes

    In the billing notes section of a client, allow me to see the date and author of the note.

    2 votes

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  9. Random drug screening

    Allow me to randomly select a client for a drug screen. This is required by our state for licensing and it would be nice to be able to do this inside of TheraNest.

    2 votes

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  10. Make race a free-text field

    When a client fills out their demographic information on the client portal or when I fill it out in TheraNest, make the "race" field a free-text field instead of a drop-down.

    2 votes

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  11. Redo Staff Page for Alphabetically

    Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?

    2 votes

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  12. Client portal help

    On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.

    2 votes

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  13. Send Portal Invite Via Text Message

    Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and they can put in their information even faster.

    2 votes

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  14. Limit document access for certain users

    As an admin, allow me to restrict certain client documents to be accessed by other users, or allow me to upload these documents to a different place in TheraNest. We may have uploaded a document that outlines rate information and we don't want everyone to have access to that.

    2 votes

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  15. Apply edits of forms to all copies

    If I edit a dynamic form or intake form, have those edits apply to all copies of the form.

    2 votes

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  16. Display phone number in reminders log

    When viewing the reminders log for a client, display the phone number that the reminder went to.

    2 votes

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  17. Edit email headings and subject line when sharing forms

    When sharing forms with a client, the email they receive has a bold heading that reads "Hello [Preferred Name]" and static subject, but they cannot be edited. Allow me to edit them because I'm not sure if I've inserted a preferred name for all of my clients and it would be easier to edit here than go to the client's details.

    2 votes

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  18. Adding an option to put in the apartment number

    When putting in clients who live in apartment complexes, there isn't an option to add an apartment number.

    2 votes

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  19. Add previous last name/maiden name field

    Allow me to add a client's previous last name or maiden name to their client details.

    2 votes

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  20. Add field for Remaining Out of Pocket Max

    Under a client's Bill To & Insurance information, allow me to notate the remaining amount for the client's Out of Pocket Max, similar to how I can notate the remaining Deductible.

    2 votes

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