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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Reduce file size of PDFs
When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.
1 vote -
Have certain forms always available on the portal
I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.
1 vote -
Show planned interventions from last note on client's chart
When viewing a client's chart, allow me to see the Planned Interventions or Plan information that was entered on the last progress note.
1 vote -
Sort client list by assigned staff
Allow me to sort the client list by the Assigned Staff column.
1 vote -
Limit staff view of appointments to cases
Create a setting where only staff assigned to the case can view the appointments for that case in the client's appointment list.
1 vote -
Multi-sorting in client list
Allow me to sort the client list by more than one column. For example, I may want to first sort by Primary Payer and then sort by client name so I can see them alphabetically.
1 vote -
Make religion a free-text field
When we enter the client's religion or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
1 vote -
Send reauthorization reminders to billers
Allow billers to receive reauthorization reminders without having to assign them to each client.
1 vote -
Add emails when sharing forms to contact log
When I share a form with a client and customize the message that they receive in their email, have that message be saved to the client's contact log so I have a record of what I sent them.
1 vote -
Indicate preferred contact method in prospective clients list
When adding a client to the prospective clients list, allow me to indicate how the client prefers to be contacted (i.e., home phone, cell, email) so that when I'm looking at the list I can quickly see how I should reach out to them.
1 vote -
Document hospitalizations in client's chart
When viewing a client's chart, allow me to document a client's hospitalizations.
1 vote -
Add income classification to client for United Way reporting
When filling out a client's details, allow me to add their income classification because we need this for United Way reporting.
1 vote -
Add client to more than one family group
Allow me to add a client to more than one family group.
1 vote -
Make it more obvious where to add a client's insurance
Make it more obvious in TheraNest where to add a client's insurance information. The "Add New Insurance" button is at the bottom of the screen and it's easily overlooked.
1 vote -
Give client contacts permission to view/edit client demographics in portal
Making it a permission setting for contacts in a client's Contact Network to view and edit the client's demographic information on the client portal.
1 vote -
Add conservator field to client details
Add a conservator field to the client details page so if the client is conserved I know who the conservator is.
1 vote -
Add assigned staff to left sidebar when viewing a client's chart
When viewing a client's chart, allow me to view the assigned staff on the left sidebar so that I don't have to navigate away from the chart to view that information.
1 vote -
Identify client session frequency under customized grid on client list.
It would be helpful to be able to look at your client list and identify clients as "weekly," every other week," pending discharge," etc. I know I often need to see how many are weekly vs. bi-weekly when considering schedule changes to my caseload and I have to go through and manually count them up because this feature is not yet available.
1 vote -
Display client's name on warning when deleting clients
When deleting a client it would be great if the popup warning would include the client's name (similar to when you archive a client) so you can be sure that you are deleting the correct person.
1 vote -
Show/hide recently viewed clients
Allow me to remove the "recently reviewed clients" at the top of the screen.
1 vote
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