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.
74 results found
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Pre-intake waiting list for prospective clients
Waiting list feature where client info can be entered and clients are listed in order received with counselor preferences and contact information.
598 votesYou can now add prospective clients to a list and easily activate them when a spot opens up at your organization! Learn more about this exciting new feature here: https://theranest.zendesk.com/hc/en-us/articles/4406778634132
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Add ability to flag clients
Add ability to manually flag clients in our system and show flag throughout TheraNest.
384 votes -
Archive button on client detail screen
Please allow archiving and unarchiving from client details rather than the client list.
130 votesA client can now be archived when viewing the client’s Details.
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Allow for client nickname or preferred name
Many of my clients do not go by their birth names due to gender transition or they prefer one that was a family given nickname. Billing still needs to go under legal name, but quickly finding them here would be easier if I could have nickname/chosen name field to search by.
118 votes -
Add new deductible fields to Bill To & Insurance information
Can we add the following things to filling and insurance for clients:
deductible:
deductible amount met
out of pocket max
verified by (staff drop down box)111 votesClient’s now have deductible and coinsurance fields available on the “Bill To & Insurance Info” tab in the web app, as well in the client portal.
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Make Client Details printable
A sorely missing feature in TheraNest is the ability to print Client Details, whether for an individual client, selected clients, or for all clients. These printable lists should include all the info in Client Details that would be needed for reference in hard copy, e.g., addresses, contact info, emergency contact info. For example, a therapist who is covering my practice during an absence or vacation, will need an ID, contact, and emergency contact list for my clients. TheraNest needs to provide a way to produce printable Client Details lists for this and other record-keeping purposes.
108 votes -
Track client's insurance history
Have a way to keep track of old insurances. When a client switches insurance, you just have to delete their old one. There's no way to keep track of what insurance they had and when, if they switch. If we were allowed to archive insurance plans instead of completely deleting them, we'd still see a history of the insurance plans assigned to the client. Additionally, the old/expired insurance should be used for claims arising from invoices for services rendered before it's expiration.
98 votesWe’ve released an update that enables you to record and view a client’s insurance history. Now, you no longer have to delete insurance information from a client’s Bill To & Insurance Info tab once coverage is no longer active. Instead you can easily mark old coverage as Inactive, enter a coverage end date and add the new active insurance information.
With this update, some billing functionality and layouts have changed. Please watch this short video to see all of the updates here: https://theranest.wistia.com/medias/dua9pzuzxl.
Find more help articles regarding the Insurance History update here: https://help.theranest.com/en/collections/22592-billing.
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Add option to "view all" in client appointment history page
Please allow us to select "see all appointments" when looking at the client's appointments list in their profile.
88 votesYou can now show all appointments within a selected date range on one page by clicking “Show All” in the right hand side of the Appointments page. This will allow you to see all appointment results within your date range on one page, even if the returned value is greater than 20.
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Allow viewing archived client contact information
many times we archive clients that have not been seen in a while. When they contact us to be seen again, it would be nice to be able to see their details without underachieving.
83 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes some new details that are displayed in the Archived Clients List. You will no longer have to unarchive a client in order to view an archived client’s contact information such as Mobile/Home Phone Number and Email address. The the Archived Clients List will also include columns for Total Kept Appointments and Total Balance Due. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3904172-features-and-functions-of-the-client-list
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Download client's appointments
When viewing the client's list of appointments, allow me to download a list with the filters I've applied, or export it to a CSV.
80 votesA client’s appointment history can now be printed or downloaded. Click here for more information
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Allow sorting in the client list
Currently the columns in the client list can't be sorted. It would be nice to be able to sort ascending/descending alphabetically, balance due, etc.
62 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid with sorting available in the following columns: Client Name, DOB, Age, Date Added, Intake Date, Primary/Secondary Payer, Total/Client/Insurance Balance Due, Total Kept Appointments, and First/Last Kept/Next Appointment. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3904172-features-and-functions-of-the-client-list
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Add view for "All" clients in Client List
Add an additional filter to the client list that let's us see both active and archived clients in the client list.
59 votesA new toggle is available in the client list that allows you to view active and archived clients in the same list.
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Allow exporting Client List to PDF/CSV
Allow me to download the client list as a PDF or CSV file.
49 votesThe client list can now be exported as a PDF or CSV file.
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Display client's time zone in appointment reminders
We service clients in other states and in different time zones than our organization. Include a time zone in appointment reminders because sometimes clients call confused because no time zone is displayed and they think there's been a scheduling mistake.
48 votesLocations can now have a time zone different from the organization's time zone. Appointment reminders for the location will now send in the location time zone (set to the organization time zone by default). Time zone codes (e.g., ET, CT, PT, etc.) can be added to your text and email reminder templates with the new {{LocationTimeZone}} placeholder.
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Add column for Client ID to Archived Clients list
The updated archived clients list does not have a column for client ID for archived clients, so it makes them impossible to find if you do not know the client name.
43 votesWe’re excited to let you know this suggestion has been implemented! Today we released an update to the Archived Client List with a new column for Client ID. This column is searchable making it easier to find archived clients with this information.
We are continuously working to improve TheraNest and we appreciate your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Show last kept appointment on Client List
Client list currently shows date the client became "Active". It would be super helpful to see the date of their last appointment. This would help the clinician know if they should reach out to the client, if the client is still active, or if they should archive.
39 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes a column for clients’ Last Kept Appointment. This column is sortable and searchable allowing you to easily find clients based on this information. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3904172-features-and-functions-of-the-client-list
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Add new field with options for client gender identity
Male and female are not the only gender options clients identify with, and "other" seems a rude way to label a client. "Transgender" would be a great option to have, although it doesn't cover the entire spectrum of client gender identities. Transgender could be added as an option and instead of "other," possibly a blank allowing entry for other options.
37 votesWe’ve added a new field for gender identity to the client profile’s details tab (under the manage demographic info section).
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Display client count in clients list
On the clients page - show total number of clients and when therapist selected - number of clients by therapist
35 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign now includes a running total of how many active clients your organization has on the Client List page. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3903202-how-many-clients-do-i-have
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Add field for a preferred pronoun to client details
and in the basic information area.
34 votesWe’ve added a new field for preferred pronouns to the client profile’s details tab (under the manage demographic info section).
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Add columns for Client Balance and Insurance Balance to Client List
On the Clients list, in the balance due column, I'd love to see the insurance due and client due in different colors along with the total.
My favorite update you did recently was adding the DOB and insurance info on the left under client name. THANK YOU!
32 votesWe’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes columns for Client Balance Due and Insurance Balance Due These columns are sortable allowing you to easily find clients based on this information. Learn more about this update in our Knowledge Base.
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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