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TheraNest App

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1564 results found

  1. Add CC fees to the Daily Billing report

    Show the credit card fees in the Daily Billing report.

    15 votes

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    3 comments  ·  Reporting  ·  Admin →
  2. Document communication in prospective clients list

    When viewing and managing the prospective clients list, allow me to document communication so I know if we've attempted to contact them by phone, email, etc.

    15 votes

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  3. Restrict scheduling for incomplete intake

    If a client has not completed their intake paperwork, don't allow appointments to be scheduled.

    15 votes

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  4. Require password change every certain number of days

    Prompt users and clients to change their passwords after a certain number of days to minimize security risks.

    15 votes

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  5. Add second address field in client details

    Allow me to capture two addresses for clients in cases of children with divorced parents or younger adults who have a college address and home address.

    15 votes

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  6. Add ability to duplicate form elements in Custom Forms

    allow 'copying' of form elements already entered within the working document you are creating to expedite process

    15 votes

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  7. Require diagnosis on Initial Assessment

    If the diagnosis is not entered into the "Initals assessment & diagnostic codes" tab, clinicians can still write and sign their notes, however, a barrier/alert populates when we try to bill. This leads to having to remove signatures and sending requests to the clinicians to enter the diagnosis. Can an alert populate that forces a diagnosis to be entered before moving forward with documentation?

    15 votes

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  8. Assign custom forms to specific clients

    I would like to be able to assign specific custom forms to specific clients instead of them seeing all forms.

    15 votes

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  9. Add organization email to intake forms

    Have my organization's email address displayed at the top of intake forms.

    15 votes

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  10. Color code agenda by therapist

    It would be nice if the Agenda view was color-coded by therapist like the calendar is.

    15 votes

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  11. Add ASAM assessment tool

    For those of use who deal with chemical dependency, it would be extremely helpful if there was an ASAM assessment tool we could use.

    15 votes

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  12. Display count of total number of appointments for the day

    When I'm viewing the calendar, display a count of how many appointments we have scheduled for the day.

    14 votes

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  13. View client flags in batch invoicing

    Allow me to view client flags when creating or processing invoices in Batch Invoicing.

    14 votes

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  14. Create and send dynamic forms to clients that aren't intake

    Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.

    14 votes

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  15. Customize grid for prospective clients list

    When viewing the prospective clients list, allow me the option to hide some columns that I don't use.

    14 votes

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  16. Allow prospective clients portal access

    Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.

    14 votes

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  17. Notify supervisors of completed dynamic forms

    When a dynamic client or case form is completed, send a notification to the supervisor.

    14 votes

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  18. Indicate if intake forms are missing

    Indicate somewhere on the appointment or notify me if a client has or hasn't returned their intake forms so I know who to follow up with before their appointment.

    14 votes

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  19. Move diagnosis code to client details

    Instead of inputting the client's diagnosis codes under Diagnostic Impressions, allow me to enter the diagnosis codes somewhere on the Client Details page. I want to be able to quickly view this from the client's page rather than finding it in a note. We also have some staff members that need to reference the client's diagnosis when calling insurance, but they shouldn't have access to the case.

    14 votes

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  20. Add multiple copays

    Allow me to add multiple copays for an insurance plan. Sometimes the copays are different for in-person vs telehealth, or individual vs. family sessions and we need to charge the client correctly.

    14 votes

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