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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Make it easier to add a referral source to a client without navigating away
Make it easier to add a referral source to the client's chart so that I don't have to navigate away from the client's chart to add it.
9 votes -
Alert me when a duplicate client is created
Alert me if I create a duplicate client.
9 votes -
Export client records
Allow me to print or download a client's entire record, or records for multiple clients.
9 votes -
View deactivated staff name under assigned staff in client list
We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.
9 votes -
Add addendum to contact log
Allow me to add an addendum to a contact log in case I forget to include information after signing it.
9 votes -
Add page navigation to top of clients list
When viewing the list of clients, allow me to click to view the next page at the top of the list rather than having to scroll down to the bottom.
9 votes -
Keep history of past billing notes in client Bill To & Insurance details
Whenever there is a change in billing we update the billing notes. The current billing notes are small and it would be nice to have a feature similar to the contact log for billing notes, so that we can keep a history and notes aren't being removed.
9 votes -
View set payment amount on clients list
Allow me to customize the Clients list to include the "Set Payment Amount (overrides default)" field on the Client Details page.
9 votes -
Prevent staff from viewing a specific client
Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from viewing that one client.
8 votes -
Display insured ID # in left sidebar when viewing client details
When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
8 votes -
Don't send emails for revoked intake forms
Don't send the client an email if I revoke an intake form on their client portal.
8 votes -
Display clients as Last Name, First Name in client list
When viewing the client list, have the clients be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting by last name it's easier to find the client I'm looking for.
8 votes -
Add referral source to prospective clients list
When adding a client to the prospective clients list, allow me to add their referral source.
8 votes -
Keep test client in TheraNest
Have the test client from my TheraNest trial remain active in my account so if I need to see how something works or see what something looks like on the portal I can use the test client.
8 votes -
prevent phone calls from interrupting video session
It would be most helpful if phone calls did not disturb the audio or video on telehealth sessions. Using the do not disturb call feature is not a solution as many people only have one phone and phone access is needed in case of an emergency.
8 votes -
Add access to client General & Clinical Documents
The Client Portal has the client intake forms submitted as a pdf file to the General Documents section of TN, but the app has no way to access the document storage portions of the EHR.
Ultimately, the app is of very little use unless you have a therapy session with an existing client and do not need to access any documents at any point of the session. (Which you have no way of knowing.) If I ever need to access any of that information, I need to open a browser window on my ipad and get it that way, so…
8 votes -
Add DOB to prospective clients list
When adding a prospective client allow me to input their birthdate.
7 votes -
Add tag or status to prospective clients
Allow me to tag or add a status to each client on our prospective clients list so we can manage the list easier.
7 votes -
Add termination date to client's details
Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.
7 votes -
Edit date added in prospective clients list
When adding a new client to the prospective clients list allow me to edit the "date added". Sometimes we may not enter them until the next day or we may be transferring over an external list.
7 votes
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