Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1557 results found

  1. Customize the color of non-client events/appointments

    Allow me to customize the color of non-client events/appointments on my calendar.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  2. Report on demographics of clients served within a time period

    Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allow me to run one report for this in TheraNest because right now I have to run several reports.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  Admin →
  3. Display name of progress note on document

    If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  4. Do not auto-assign newly assigned staff to all open cases

    When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  5. Customize grid in payroll report

    When running either of the payroll reports in TheraNest, allow me to customize the grid so I can remove certain columns.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  Admin →
  6. Add character counter to text reminder template

    When customizing my organization's text reminder, show how many characters I've used so that I know how many segments it will be.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  7. Search by client ID when creating an appointment

    When creating an appointment, allow me to search by the client ID in addition to the client's name.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  8. Share availability with clients outside of client portal

    Allow me to share my availability with my clients without having them log into the client portal.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  9. Report on claim processing fees

    Allow me to run a report that will show me how much I've paid in claim processing fees for a given time period. I need to report on this for tax purposes.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Reporting  ·  Admin →
  10. Recognize Client Payment has Already been received when using "Process Payment Adjustment"

    It would be nice if the "Process Payment Adjustment" option would recognize that a client payment has already been received and not try to automatically shift the copay amount to the client specified by the PR-3 adjustment.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  11. Add the Stanley Brown Safety Plan as an intake form

    Add the Stanley Brown Safety Plan as an intake form so I don't have to create it in TheraNest.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  12. Ignore date range when running the closed cases report

    Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Reporting  ·  Admin →
  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  15. Display appointments side-by-side

    When viewing the calendar in day view or week view for multiple providers, show the appointments side-by-side rather than overlapping so it's easier to see all the appointments.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  16. Display "confidential" stamp on printed clinical documents

    Display a "confidential" stamp on signed printed treatment plans, initial assessments, and progress notes.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  17. Display goal and objectives numbers in progress notes

    Number the goals and objectives in a client's progress note they way they are numbered in the treatment plan so I can reference a goal/objective number when writing my note.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  18. Display summary of dynamic client/case form

    If I create a dynamic client form or case form that's used multiple times, allow a summary to be displayed of the form in the grid rather than just the date and time, so I don't have to open each one to find the one I need.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  19. Add indicator on the calendar for clients that need a treatment plan review

    If a client's treatment plan is up for review, show an indicator on their appointment on the calendar.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  20. Delete appointments if staff member removed from group

    If I remove a staff member from a group, delete all of their upcoming appointments on their calendar for that group.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  • Don't see your idea?

Feedback and Knowledge Base