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TheraNest App

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1564 results found

  1. Mark client messages as unread

    After reading a client message allow me to mark it as "unread". I may not have time to respond right away and I want to make sure I don't forget.

    7 votes

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  2. Report on clients without an upcoming appointment

    Allow me to run a report that will show active clients that don't have a future appointment scheduled so that I can contact them about scheduling an appointment.

    7 votes

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    4 comments  ·  Reporting  ·  Admin →
  3. Add Administrative-type Note

    Ability to add an administrative note not tied to a date of service without using a dynamic form.

    7 votes

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  4. Manage all in-app and email notifications

    Allow me to manage all email and in-app notifications in one place.

    7 votes

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  5. Spanish Knowledge Base

    To have client focused training materials available in the "Knowledge Base" in Spanish.

    7 votes

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  6. List resources for referring clients to other professionals

    I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particular client.

    7 votes

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  7. Rearrange tabs on client page

    When navigating to a client, allow me to rearrange the tabs that appear at the top of the screen (i.e., Details, General Documents, Reminders Log, etc.).

    7 votes

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  8. lines between the day of the week darker

    I schedule multiple doctors on each day. It is very hard to see the line between the days of the week. I would like to see a dark line seperating the days of the week. The days look like they run together.

    7 votes

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  9. Remove appointment end time from Month calendar view

    Adding the calendar end times to the monthly view makes the monthly view useless in my opinion because the end time takes the space where the client's name used to show. Seeing which client I have at the start time is MUCH more important than the end time. It's not helpful at all to know the end time when I don't even know which client is scheduled for that time slot.

    7 votes

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  10. Assign forms to certain employees

    Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.

    7 votes

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  11. Assign backup clinician for emergencies

    Allow me to assign another clinician for emergency situations so if a clinician is out of town, the backup clinician for that client is assigned only for the duration of their absence.

    7 votes

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  12. Show client note on payment alert

    When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.

    7 votes

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  13. Display status of client portal invite in client list

    Please create either ability to filter the client list on the portal management page and/or the ability to pull a report (perhaps under detailed client) that shows the client's status in the portal (active/inactive) - this idea would be preferred so support staff can easily pull and report on this information rather than needing someone with organization level access to pull the report

    7 votes

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  14. Connect to NC HealthConnex

    Allow me to send and receive patient data over NC HealthConnex.

    7 votes

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  15. Remove reply-to email when sending invoices and statements

    Remove my email address as the sender when I email a superbill or statement to the client. The sending email is a "do-not-reply", but it lists my name and email address as the "reply-to" email so clients reply to me.

    7 votes

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  16. Disable allowing clients to cancel via text reminders

    Allow me to disable allowing clients to cancel and confirm appointments through the text reminders they receive.

    7 votes

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  17. Fill Box 19 on CMS 1500 Form

    Allow me to fill in Box 19 on a client's claim.

    7 votes

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  18. Patient collections

    Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.

    7 votes

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  19. Customize detailed client report

    Allow ability to customize, add/take away columns in the detailed client report.

    7 votes

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    2 comments  ·  Reporting  ·  Admin →
  20. Add ability to show/hide archived service types in reports

    Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.

    7 votes

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    3 comments  ·  Reporting  ·  Admin →
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