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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Bulk upload prospective clients
Allow me a way to bulk upload a list of clients to the prospective clients list.
2 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Show diagnosis codes in client list
When viewing the client list, allow me to customize the grid to see the diagnosis codes.
2 votes -
Display staff as LastName, FirstName when assigning to clients
When assigning staff to clients, display staff names as LastName, FirstName.
2 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Add address to prospective clients list
When adding a prospective client allow me to input their address.
2 votes -
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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