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.
1555 results found
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Increase frequency of Google calendar syncing
Allow me to choose how often my TheraNest calendar syncs with my Google calendar.
61 votes -
Copy and sync clinical information across different client cases
We are a group practice and we do share clients….ex. we have clients that see one therapist for individual and another for couples and perhaps another for group. We are all part of the treatment team so we are all assigned to the case and have ROIs in place in order to share information. The sharing of information is also in our treatment consent form and HIPAA form that clients complete at intake.
61 votes -
Alert for when a client has been closed for 7 years
Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fully delete the client from TheraNest.
61 votes -
Allow space for additional license numbers
I have more than one license that I use on a daily basis (DC, MD) - can you add additional license spaces to include this info and the state it is relevate to as well...?
61 votes -
Allow supervisees to sign notes before Supervisors
Allow a supervisee to sign their note before sending it to the supervisor for approval/co-signature.
60 votes -
Don't create a new case when navigating to notes
If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
58 votes -
Allow for calendar view with client's first name and last name initial
Allow me to view appointments on the calendar with only the client's first name and last initial.
56 votes -
Display client credit on clients list
Allow me to customize the grid for the clients list to display any credits the client has.
55 votes -
Automatically send client superbill when credit card is charged
Allow me to send a superbill to a client when payment is collected.
55 votes -
Separate client amount due and insurance amount due when viewing ledger grid
When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
55 votes -
Include Insurance company phone number on Insurance tab
When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
55 votes -
Offer and support a mobile application
Continue supporting the mobile application because I like the convenience of it when I'm not near a computer and a mobile app is easier than using a browser.
54 votes -
Mobile friendly intake
Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on their cell phones.
54 votes -
View appointment notes on agenda
We use the "notes" field in the appointment details screen to leave messages for the admin or therapists about what payment to collect at the time of the client's appt. It would be helpful to have the appointment detail notes visible on the agenda
54 votes -
Set different times for each type of appointment reminder
Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.
53 votes -
Add a genogram builder function
A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that punctuate relationships. Genograms allow a therapist to quickly identify and understand various patterns in the client's family history which may have had an influence on the client's current state of mind.
53 votes -
Add another assessment and set alerts/reminders
We are required to complete an assessment after a certain amount of time depending on the payer and/or state regulations. Allow me to set a reminder or an alert for when a client needs to have an assessment completed, and allow me to complete another assessment without having to add addendums to the first assessment.
52 votes -
Add spellcheck
Add spellcheck to TheraNest so I can catch spelling mistakes more easily.
51 votes -
Notification for client portal account creation
Notify me when a client registers for the client portal so I can follow up with a phone call if they don't schedule an appointment.
51 votes -
Auto-format fields (dates, State, phone number etc.)
It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
49 votes
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