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TheraNest App

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1557 results found

  1. Line up designated therapist colors in the calender

    Our office has 11 therapists and scheduling staff need to see all therapist's schedules at once to schedule accordingly for room and location availability. It would be extremely helpful if each color assigned to each therapist would automatically line up on the full calendar view. It is hard to distinguish who is available and when because the colors are all over the place for each day.

    3 votes

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  2. Display scheduling conflict when creating appointment

    When I'm creating an appointment on the calendar and it tells me there's a conflict for that date & time, show me what the conflict is so I can easily remedy it.

    3 votes

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  3. Set page I see when opening TheraNest

    When I log in to TheraNest, allow me to set what page I see when I log in. I prefer to be directed to the Clients page rather than the Calendar.

    3 votes

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  4. Integrate with IvyPay

    Have TheraNest integrate with IvyPay for client billing.

    3 votes

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  5. Apply client signature before finalizing the note

    Allow me to apply the client's signature before finalizing the note so they can sign it at the end of the session, but I can go back and finish the note later.

    3 votes

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  6. Client portal sorting

    Have an option to change the sorting in the client portal by last name or first name. It's confusing that the client list is only by last name and the portal is only by first name.

    3 votes

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  7. Digitally redact records and save them as a PDF

    Having digital case notes which can have a redacted version in TheraNest increases HIPAA compliance, and saves a ton of time for providers, especially if there is a way to allow supervisors to approve redactions (for interns) before compiling a redacted PDF. Please create an option to generate a redactable version of a client's case notes which can be edited digitally, reviewed by a supervisor, and compiled into a PDF.
    Bonus features would include:
    1. Being able to track who redacted what information
    2. Supervisors having the option of clearing all redactions or adding notes.
    3. Providers being able to…

    3 votes

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  8. Allow double booking by provider only

    Allow providers to double book appointments but don't allow clients to double book on the client portal.

    3 votes

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  9. Keep search inputs in clients list

    Keep the search inputs I entered when searching the Clients list and switching between active and all clients.

    3 votes

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  10. Turn off option to type in client signatures

    Please allow ability to turn off the type in signature feature as it is not accepted by some states or insurances.

    3 votes

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  11. Add address field when adding household members to a client

    When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.

    3 votes

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  12. Delete upcoming appointments when deactivating a staff member

    Automatically delete any upcoming appointments when I deactivate a staff member.

    3 votes

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  13. Add school information to client details

    Allow me to add more information about a client's school information in their client details.

    3 votes

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  14. Remove non-scheduling staff from calendar

    We have staff members who only perform office tasks and will never have an appointment scheduled with them. Allow me to remove them from the Staff filter in the calendar so the filter is easier to use.

    3 votes

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  15. Add fax number for primary care physician

    When filling out the information for a client's primary care physician under the Additional Details tab, allow me to add the PCP's fax number.

    3 votes

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  16. Add default permission for after hours override

    Our schedulers/reception team is responsible for creating appointments for providers. Allow them the ability to create appointments after hours.

    3 votes

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  17. Ability to archive clients when closing a case

    It would save so much time if we could archive a client from the same page where we close a case.

    3 votes

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  18. Edit room and service type when rescheduling appointments

    When rescheduling an appointment to a new appointment, allow me to edit the room and service type.

    3 votes

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  19. Authorize client's credit card

    Allow me the option to place holds / authorizations on client credit cards so we can make sure the funds are there to cover the cost of services.

    2 votes

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  20. Add progress note DOS in activity log when addendum added

    When a provider adds an addendum to a progress note, include the date of service of the progress note so I can know which progress note I need to review.

    2 votes

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