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TheraNest App

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266 results found

  1. Bulk upload prospective clients

    Allow me a way to bulk upload a list of clients to the prospective clients list.

    2 votes

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  2. Edit or revoke text after sending

    When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.

    2 votes

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  3. Recover deleted files

    Allow me to recover a deleted file from a client's General or Clinical Documents for a period of time in case something was deleted in error.

    2 votes

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  4. Make client details less visually overwhelming

    Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.

    2 votes

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  5. Save created dynamic form elements

    When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.

    2 votes

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  6. Make it easier to delete a client

    When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.

    2 votes

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  7. Notate primary contact in client's details

    Allow me to identify the primary contact for a client in their client details or their contact log.

    2 votes

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  8. Display client's pronouns in left sidebar

    When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.

    2 votes

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  9. Show diagnosis codes in client list

    When viewing the client list, allow me to customize the grid to see the diagnosis codes.

    2 votes

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  10. Display staff as LastName, FirstName when assigning to clients

    When assigning staff to clients, display staff names as LastName, FirstName.

    2 votes

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  11. Put cursor in client's name field when viewing details

    When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.

    2 votes

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  12. Drag and drop files from other sources into client's documents

    When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.

    2 votes

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  13. Allow providers to re-invite clients to the portal

    As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.

    2 votes

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  14. Add race and gender fields to a client's household

    When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.

    2 votes

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  15. Allow therapists to create client flags

    As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.

    2 votes

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  16. Change "sex" field in client details & portal

    Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.

    2 votes

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  17. Add permission for deleting files

    Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

    2 votes

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  18. Include secondary insurance in client import

    When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.

    2 votes

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  19. Add address to prospective clients list

    When adding a prospective client allow me to input their address.

    2 votes

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  20. Add referrer to clients list

    When viewing the list of active clients, allow me to customize the grid to include the referrer/referral source.

    2 votes

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