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.
1564 results found
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Schedule next appointment after signing progress note
Allow me to schedule the client's next appointment after signing the progress note by adding an "e-sign and schedule" option.
28 votes -
Select whether completed intake forms should save to clinical or general documents
When creating an intake form, allow me to choose whether the completed form is saved to the client's General Documents or Clinical Documents for all open cases so we can limit which staff can view them.
27 votes -
Remove numbers from titles on intake forms
Remove the numbers that precede the titles when viewing an intake form.
27 votes -
Display client's preferred name throughout TheraNest
I'd like for all account information to show the client's preferred name, unless it has to do with billing. It's quite difficult to respect a trans client's preferred name when their non-preferred or "dead name" is constantly being flashed in front of the therapist.
27 votes -
Be able to specify one email address that Theranest correspondence comes from
Change it in the system to make all our portal notices (i.e. intake forms / statements etc) come from our admin email address (i.e. contact@practicename.com) rather than the individual email addresses each person uses to login.
Per Theranest: "There's not currently a way to set one specific email address for Client Portal invites and forms to come from. Depending on the staff member signed in and doing the sending, that will be the email address the message will come from -- their email address on file in TheraNest."
27 votes -
Default client's intake date field to date of completed initial assessment
We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened not when the client was added to the system, this is costly detail in an audit.
27 votes -
Track releases of client information
A document to track Releases for HIPAA compliance
27 votes -
Update credit card expiration date
For saved credit cards that have expired, allow me to update the credit card expiration date without having to re-enter all the credit card information.
27 votes -
Show preview of dynamic form
It would be great to have a "Preview" feature added to the Forms designer, and/or a "Client Portal View" mode, so the form designer can see exactly what the form will look like when published, and what the client's view is when using the Client Portal.
27 votes -
Report on credit card deposits
Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.
Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the deposits/fee debits.
27 votes -
Custom appointment reminders based on service type
It would be very helpful to allow for custom reminders based on the type of service instead of just one generic reminder. For example, we offer individual therapy, but also have providers who conduct school observations or attend IEP meetings. It would be helpful if we could have a custom reminder that lets parents know a provider is observing their child at school so they just need to let us know if the child is sick that day. We would then have a different reminder email that would go out to individual therapy clients whom we are actually expecting to…
27 votes -
Increase font size in calendar
Allow me to increase the font size when working in the calendar.
27 votes -
Add ability to duplicate existing appointment and appointment details
It would be helpful to be able to copy a calendar appointment and maybe drag it to another date and time on the calendar, without having to input all the information again.
27 votes -
add area for insurance adjusted rate
when recording payments from insurance companies, the eob includes their adjusted (less paid) amount. this should not be recorded as a write off but an insurance adjustment. write off is a debt expected but not paid. Add a link next to write-off that says adjustment.
27 votes -
Create a dark mode in TheraNest
Have a dark mode available in TheraNest that I can easily switch to to reduce eye strain.
26 votes -
Apply a discount to a client's invoice
Allow me to apply a discount to a client's invoice. For example, the line item might read something like "25% discount" and show the amount that is deducted from the total.
26 votes -
Select which diagnosis code appears on the progress note
When completing a client's progress note, allow me to choose which diagnosis appears on the note so that the diagnosis code displayed reflects the treatment performed for that date.
26 votes -
Permissions for appointment changes
Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
26 votes -
Referral Management System
It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
26 votes -
Add billing alerts or notifications to calendar view
ability to see which appts have been billed & which have been paid by insurance & those w/ open balances & all pd w/ abbreviations from the calendar view
26 votes
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