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.
61 results found
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Remember calendar & agenda filters
When I'm viewing the calendar or agenda, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
26 votes -
Add ability to reschedule Late Cancel appointments
When we late cancel an appointment it won't let us reschedule it. Can you make it so we can reschedule a late cancel appointment please.
10 votesThank you for your interest in this Idea! It is being closed as TheraNest allows Users to reschedule Late Cancel Appointments.
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Allow staff to block time on calendar
Allow each staff member to block time on the calendar when they are unavailable to see clients
9 votesThe feature you have requested currently exists in TheraNest. Please search our knowledge base for more information. Thank you!
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Allow Scheduling of Clients on the Quarter Hour
It would be amazing to be able to schedule clients in 15 minute increments, not just on the hour or half hour. For example, being able to schedule at 8:15, or. 8:45 really increases my ability to be flexible or accurately portray the time I met with a client.
4 votesYou can schedule clients at any time increment in TheraNest! You may need to adjust your calendar preferences to allow for this.
In the upper right click on your name and then click calendar preferences. Scroll down and next to “Time scale in minutes”, change the increments. For example, setting your time scale units for 15 minutes allows you to schedule an appointment using 15 minute increments.https://theranest.zendesk.com/hc/en-us/articles/360052498031-Set-Up-Calendar-Appearances-Preferences
If this isn’t what you were referring to, please resubmit your idea with as much detail as possible. Thank you!
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Add bi-weekly option to recurring appointments
I’d really like to be able to schedule availability on the calendar on an every other two weeks basis!
4 votesYou can add bi-weekly appointments by using the recurring appointment feature in the schedule window. In the scheduling window enable recurring appointments, select Weekly, and change the “Repeat every __ week next days:” input to 2 instead of 1. This will allow the appointment series to repeat every two weeks.
Here’s an article that walks you through how to create a reoccurring appointment:
https://help.theranest.com/appointments-and-calendar/how-to-create-a-recurring-appointment -
See schedule from client view
Allow me to see my schedule from my client's view.
2 votesThanks for submitting feedback! You can see how your schedule looks on the Client Portal without having to create a test client and log in. Under Organization → Client Portal, copy the "New Appointment Link" and paste it into your web browser. This will allow you to see what requesting an appointment is like on the Client Portal.
Thanks!
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Set schedule for 5 minute blocks
I wish the Schedule was in 5 minute block times instead of 15.
2 votesYou can currently set your calendar preferences to show the calendar time scale in 5 minute increments. Check out this help article for more information:
https://theranest.zendesk.com/hc/en-us/articles/360052498031-Set-Up-Calendar-Appearances-PreferencesIf you were looking for something else with this calendar feature, please resubmit your idea with more information. Thank you!
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Allow Client Search when booking from calendar
Allow Client Search when booking from calendar (See attachment)
2 votes -
Be able to enter repeat appointments
Have a way to enter appointments that reoccur in the calendar, say every Wednesday at 5pm between the start date and entered "end" date, (11/7/17- 12/5/17). Then it will show up every Wednesday, up and and including the 5th of December.
2 votes -
non-client events
I suggest an option in preferences to permanently show your non-client events so that you don't have to click the suggest box each time you visit the calendar.
1 voteAfter selecting the box to display non-client events, click the "Apply and Save Filters" button to keep the box selected.
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Keeping clients on schedule and Calendar
As clients are archived, the system removes them from the schedule and calendars. I have tried to go back to previous months and view the schedule for what client was seen when or what their basic details (I.E. Insurance preoviders at the time) may be and when a client is archived, the entire thing disappears. The calendar and schedule open up as if there was no appointments on those days.
Maybe a tab to check kept appointments in previous months as well.
1 voteWhen a client is archived, their appointments remain on the calendar. The ability to see archived clients on your calendar is controlled by a setting from your profile.
- In the upper right, click your name
- Click My profile and settings
- Click the tab titled Preferences
- Under Calendar Appearance Preferences, toggle the Include archived clients in Calendar Client filter to "Yes"
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colors for service types
Can each service type be assigned a color to make it easier to customize?
1 voteWhen creating service types, you can assign a background and text color. Here's more information about that feature: https://theranest.zendesk.com/hc/en-us/articles/360052028692-Add-Edit-Service-Types
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Customized scheduling
I’d like to schedule appointments every 45 minutes from 2:00 pm til 8:00 pm; ie. 2, 2:45, 3:30, 4:15 etc. can’t figure out how to do this. Is it possible?
1 vote -
Telehealth scheduling
Hi! Wondering if it is possible to send a telehealth link to the email associated with the account without setting up a client portal. I am not interested in setting up the portals however the majority of my practice is telehealth at this time. It would cut down on my paperwork if when you select telehealth in the appointment screen if it automatically sent an email with the link to the client. Thanks!
1 vote -
1 vote
You are able to enter a hex color code for both the background color and text color when creating or editing service types.
If this isn’t what you were referring to, please resubmit your idea with more information! Thank you!
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calendar
Could you add a button to schedule an appointment (and then choose client) directly from clicking on a time slot on the calendar?
1 vote -
appointment times
I would like the ability to create appts on the half hour or a quarter to as my appointments are not always on the hour.
I have been unable to use the calendar for my appts unless on the hour and my notes have not been able to be added on the correct date if not opened on the date of the appt because it is not linked to the calendar. This also affects the reminders that client's receive. Due to not having a editable schedule, people are not able to receive reminders unless on the hour.
This is of…
1 vote -
Half hour interval
If 30 minute intervals can be added
1 vote -
New client can schedule appt from website
I would like for a NEW client to be able to add their basic information and schedule an appointment from a link on my website. It seems like they must be an existing client to be able to schedule this way.
1 vote -
Create warning when scheduling client with a therapist who is not assigned to the case
Our center has three administrators who are also therapists, a handful of therapists, plus our office manager who schedules clients. We would like to have an added warning come up when our office manager is accidentally scheduling a client with another therapist who is not assigned to the case. This already happens with the therapists who are not administrators, but does not occur with those of us who are given the permission as administrator. I would like the warning to be extended, or a different warning created for when this happens.
1 vote
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