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
-
Chat messages flag or star them to be able to go back to them
It would be good to be able to star or flag some chats or be able to change to unread so I can go back to them later.
2 votes -
Adjust sorting on Detailed Attendance report
When running the Detailed Attendance report and sorting it by Date/Time, the afternoon appointments are listed before the morning appointments for the same date of service.
2 votes -
Create separate tab to manage client portal access
I wish the manage clients section, had its own tab in the client portal section of the organization.
2 votes -
Add "Units" column to the Payroll Report.
Add "units" column to Payroll Report.
2 votes -
Send Portal Invite Via Text Message
Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and they can put in their information even faster.
2 votes -
Notes by month
A way to filter notes by month or timeframe. Sometimes it takes some time for supervisors to approve notes to then sign them (I'm unlicensed). This function would allow us to find notes dating in a certain timeframe rather than going through each client's file.
2 votes -
Send portal messages to email
If a client messages me from the client portal, have it directed to my email similar to how it's done when case notes are signed.
2 votes -
Update Session Unit Report to match billing units
Please update the session unit report to match the units that are billed for a session. It is annoying to have to run a seperate report to find double sessions that occurred in the week.
2 votes -
Search invoices by invoice number in client search
Expand the search at the top of the page to allow me to search for an invoice by the invoice number, so I don't have to go to a specific client to find it.
2 votes -
Add an option to send appointment reminders 4 days ahead
Allow me to send appointment reminders 4 days prior to the appointment in instances where there is a holiday.
2 votes -
Add sexual orientation to Export Data report
Include the client's sexual orientation and gender identity in the Export Data report. We run this report a lot because it provides a lot of information in one report.
2 votes -
Edit color of multiple service types at once
Allow me to edit the color of multiple service types at once so I can make similar service types the same color without having to edit each one individually.
2 votes -
Delete appointments from the agenda
When viewing the Agenda, allow me to delete appointments.
2 votes -
Contact clients in event of expiration
As a solo practice owner, allow me to enroll in a service with TheraNest so if something fatal happened to me I could know that my clients would be contacted and informed in a professional way.
2 votes -
Limit document access for certain users
As an admin, allow me to restrict certain client documents to be accessed by other users, or allow me to upload these documents to a different place in TheraNest. We may have uploaded a document that outlines rate information and we don't want everyone to have access to that.
2 votes -
Add option for 120 minute increments in calendar settings
Add an option for the calendar to remember if a staff member tends to do 2 hour sessions. The website will automatically assume its only an hour session.
2 votes -
Allow email receipts without appointment notifications
Allow clients to receive credit card charge receipts without receiving appointment notifications.
2 votes -
Apply edits of forms to all copies
If I edit a dynamic form or intake form, have those edits apply to all copies of the form.
2 votes -
Report on client retention rate
Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.
2 votes -
Show a preview of the summary field for SOAP notes
When viewing a client's list of progress notes, allow me to view a small preview of the "Subjective" section of the SOAP note, similar to how I can view a small preview of the "Session Focus" for standard progress notes.
2 votes
- Don't see your idea?