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TheraNest App

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1564 results found

  1. Draft secure messages

    When sending a secure message to a client, allow me to compose and save a draft. I may need to jot some things down and then come back to edit and send later.

    17 votes

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  2. Report on all open cases

    Allow me to run a report to view all open cases for our practice without having to input a date range.

    17 votes

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    2 comments  ·  Reporting  ·  Admin →
  3. View client's statement history

    Once statements are generated, there is no way to access them to reprint or see what was included on the statement. It would be helpful to have a record of past statements that were generated to access again at a later date, similar to what bank or credit card statements allow you to do.

    17 votes

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  4. Customize default message when sharing forms

    When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.

    17 votes

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  5. Sound alert for new practice chat message

    Allow me to turn on the option to receive an audible alert when I receive a new practice chat message.

    17 votes

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  6. Select which staff can view my calendar

    Allow me to choose which staff members can view another staff member's calendar. For example, a supervisor may need to view only their supervisees' calendars but not anyone else's.

    17 votes

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  7. Add payment method to the Daily Billing report

    Allow me to view the payment method when running the Daily Billing report.

    16 votes

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    1 comment  ·  Reporting  ·  Admin →
  8. Sort table when processing existing invoices

    When processing existing invoices, allow me to sort the columns in the results table so I can sort it by the provider, DOS, etc.

    16 votes

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  9. Display more recurring appointments when loading full history

    When viewing a client's appointment history and clicking "Load Full History", only recurring Appointments 60 days into the future will be displayed. Have more appointments be displayed so I can actually see more of their history.

    16 votes

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  10. Cancel multiple appointments at once

    If a therapist is going to be out for a week or if our office is going to be closed, allow me to cancel more than one appointment at a time because it would be easier than going through them individually.

    16 votes

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  11. Include appointment time in Payroll Report

    When running the Payroll Report, include the appointment time and session length.

    16 votes

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    0 comments  ·  Reporting  ·  Admin →
  12. Create custom write off categories

    Allow me to create custom write-off codes/categories so I can classify my write-offs.

    16 votes

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  13. Create private clinical notes

    Allow me to create psychotherapy notes that are private as part of exceptions to the open notes mandate.

    16 votes

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  14. Limit number of appointments per day or week

    Allow me to limit the number of clients I see per day or per week.

    16 votes

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  15. Allow therapists to sign intake documents

    Allow therapists to sign intake forms that are received from clients.

    16 votes

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  16. Electronic New Hire Paperwork

    Allow Staff to electronically sign and upload new hire paperwork and other documents related to employment.

    Create an HR level permission with - and separate from- Administrative.

    16 votes

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  17. Store received intake forms individually instead of bundled as one PDF

    When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.

    16 votes

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  18. Dynamic Client Search Engine

    it would be great if the search engine were able to search based on information found in client details or in a custom form. For example, if many clients see another allied professional, being able to search up by that allied professional and see the list of clients.

    16 votes

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  19. Create away message for practice chat

    Allow me to create an away message for practice chat so other staff members know why I'm not responding.

    15 votes

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  20. Mass assign staff to clients and cases

    Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.

    15 votes

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