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.
266 results found
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Better handling of billing groups
We host processing groups that are billed on a subscription basis (monthly). Each group also has 2 facilitators.
We need to be able to create a group of clients, and charge each of them different amounts, but only charge them once a month. Then we need to be able to split the total group revenue between the 2 facilitators. This would be a huge help to our process.
Please let me know if I can provide any further explanation!
1 vote -
Import Clients Default Location and Provider
Please add a field that automatically includes the client's default location and assigned provider during import of client lists.
1 vote -
Mark all ADLs and IADLs as independent
When viewing a client's ADLs and IADLs, allow me to quickly mark all of them as "Independent".
1 vote -
Contact client directly from my mobile device
If I'm using my mobile device to access TheraNest, have the relevant app pull up if I click the client's email address or phone number so I can contact them without having to copy and paste their information.
1 vote -
Discharge client from group
It would be helpful if we could discharge a client from a group. Currently, when a group case is closed, it is closed for all clients who have been listed in that group.
1 vote -
Upload documents to prospective clients
Allow me to upload documents to prospective clients.
1 vote -
The option to pull the Total Uninvoiced Amount by Kept appointments
The customer would like the Total Uninvoiced Amount column to pull the totals by Kept appointments or at least the option to pull only by Kept Appointments. The customer does not want to see the uninvoiced amounts for Canceled or Rescheduled appointments.
1 vote -
Add transportation company to client's details
Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.
1 vote -
Add conditional logic to Dynamic Forms to show/hide elements
Allow me to add conditional logic to show/hide form elements based on a client's response to a previous question.
1 vote -
Print a client's facesheet
Allow me to print a facesheet that provides the client's demographics and insurance information all on one page.
1 vote -
Indicate if the duplicate client is due to a prospective client
When I get a warning that the client I am creating is potentially a duplicate client, let me know where I can view the information of the other client (whether it's an active, archived, or prospective client).
1 vote -
View only assigned clients in prospective clients list
If a therapist has the permission set to only view their assigned clients, then only show clients that have been assigned to them in the Prospective Clients list.
1 vote -
Include archived clients when searching clients list
When viewing all or archived clients in the clients list, allow my search criteria to apply to both active and archived clients.
1 vote -
Don't alert me when I unarchive a client
Don't alert me when I unarchive a client because it adds an extra step to my workflow.
1 vote -
Keep grid header static in clients list
When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.
1 vote -
Go to client's details after unarchiving
After unarchiving a client, give me the option of going straight to the client's record.
1 vote -
Remove "undefined" option from legal sex field
When filling out a client's information, remove the "undefined" option from the Legal Sex field.
1 vote -
View invoices from a client's appointments list
When viewing the client's list of appointments, allow me to see if the date of service has been invoiced or not.
1 vote -
Don't require a location when adding a client
When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
1 vote -
Warning when archiving a client with open cases
Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
1 vote
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