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TheraNest App

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266 results found

  1. Redact credit card info on CC authorization form

    If I send my clients a credit card authorization form, have their card number be redacted when I save it to their General or Clinical Documents.

    1 vote

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  2. Record previous name in client's details

    For clients that get married or go through a legal name change, allow me to maintain a record of their previous name.

    1 vote

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  3. Don't update name changes on previous documentation

    When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.

    1 vote

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  4. Turn on/off automatic credit card receipts for all clients

    Allow me to turn on or off automatic credit card receipts for multiple clients at once instead of having to go into each client's billing information separately.

    1 vote

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  5. Display co-insurance in left sidebar when viewing a client's details

    When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.

    1 vote

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  6. Change "Mormon" selection in religion field

    Change the "Mormon" selection in the religion field to "The Church of Jesus Christ of Latter Day Saints."

    1 vote

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  7. Create an encounter form that I can send to clients on the portal

    Allow me to create an encounter form that pulls in appointment information so clients that I see for telehealth can sign the form.

    1 vote

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  8. Unassign staff from client but not group

    When a client is no longer attending a group, allow me to unassign a staff member from that client without unassigning them from the group.

    1 vote

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  9. Change default demographic fields to "Not yet selected"

    When viewing a client's demographic fields, change the default from "Undefined" to "Not yet selected", because sometimes "Undefined" is an accurate description so it would be easier to differentiate between what fields a client has filled out vs. what they haven't.

    1 vote

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  10. Generate client IDs without initials

    When I click to generate an ID for a client, have it generate without the client's initials.

    1 vote

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  11. Indicate which country the client lives in

    We service clients in different countries. Allow me to indicate in the client's details which country they live in.

    1 vote

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  12. Add proof of identification to client details

    Allow me to indicate in the client's details that they provided proof of identification.

    1 vote

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  13. Add notes to contacts in contact network

    Allow me to add notes about a contact in a client's contact network.

    1 vote

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  14. Add more options to type of residence dropdown

    Under a client's "Additional Details", add more options to the "Type of Residence" dropdown such as ILF and ALF.

    1 vote

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  15. Add form count to each case or client form

    When creating a Case or Client dynamic form and viewing the tabs in the client's details or case, have a count on each tab so I can see how many times the form has been filled out.

    1 vote

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  16. Allow more than 8 client flags

    Allow me to assign more than 8 flags to a client.

    1 vote

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  17. Feedback Informed Care (FIC)

    Allow my clients to complete FIC modules that I can report on to track progress.

    1 vote

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  18. Customize group note template

    Allow me to customize the group note template in TheraNest.

    1 vote

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  19. Blocklist a client

    Create an ability to flag a client, a name, an email and other contact information on Theranest. So if we know we have an issue client or possible client, they cannot be added to theranest or it pops up an alert that they have been flagged or blocklisted.

    1 vote

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  20. Merge folders under general documents

    If I have more than one folder under a client's General Documents or Clinical Documents, allow me to merge one folder into another.

    1 vote

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