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TheraNest App

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1564 results found

  1. Add service type to the credit card report

    When viewing the report of credit card charges, allow me to see the service type associated with the charge.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  2. Allow clients to update the "Service Type" when rescheduling appointments

    Allow clients to change the "Service Type" when rescheduling appointments from the client portal.

    2 votes

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  3. Color-Coded Client Intake System for Efficient Paperwork Tracking

    From Include therapist on Client Intake report:

    It would be helpful if a new clients name was in red signaling that their intake paperwork had not been completed and then when those are emailed back into the system, the name changes to white. That way you can quickly scan the calendar looking for names that pop out so you know they are not completed yet. It is time consuming to have to keep looking up each individual client and opening their details to get that info

    2 votes

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  4. Clarify "Notes" Text Box Purpose on Appointment Window

    Entering progress notes is not intuitive for staff. They immediately think the "Notes" text box is where progress notes should be entered. It is suggested that the title of that box be changed or clarified (like note related to scheduling -not progress note) or something that makes the user realize it is not the progress note. Second part is maybe a link from the appointment directly to the progress note (the same way it links from the agenda).

    2 votes

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  5. Add mailing address to contact network

    Allow me to add a mailing address to a contact in a client's contact network.

    2 votes

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  6. Organize groups

    Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.

    2 votes

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  7. Allow multiple discharge summaries for a case

    Allow me to have multiple discharge summaries for a case for clients who may return to therapy.

    2 votes

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  8. Multiple Type 2 NPIs

    Allow me to add another Type 2 NPI to my organization and choose which NPI is submitted to a payer. Right now I have to create a separate location for each payer to make sure they get the right NPI.

    2 votes

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  9. Search insurers when adding an insurer to a client

    Allow me to search for insurers when adding an insurer to a client so I don't have to scroll through a long list.

    2 votes

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  10. Select "sex" when adding insurance to a new client

    Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal sex on the Client Details page first.

    2 votes

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  11. Show which notes have been submitted to a supervisor on the Agenda

    When viewing the Agenda, show me which notes have been submitted to my supervisor.

    2 votes

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  12. Add progress note DOS in activity log when addendum added

    When a provider adds an addendum to a progress note, include the date of service of the progress note so I can know which progress note I need to review.

    2 votes

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  13. Allow org admins to set a staff's calendar preferences

    The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.

    2 votes

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  14. Add verified date to client's insurer

    When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.

    2 votes

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  15. View date on calendar in week view on mobile device

    When viewing the calendar in week view on a mobile device, allow me to see the date under each day without having to rotate my device.

    2 votes

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  16. Allow admins to receive all authorization reminders

    As an admin, allow me to receive all authorization reminders without having to assign myself to each client.

    2 votes

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  17. Remove signature option for clients on progress notes

    Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.

    2 votes

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  18. Personalize skin tone on practice chat emojis

    Please give the option to personalize skin tone on the emojis in Practice Chat. It would be really amazing for our BIPOC community to be able to express themselves in the skin color that they belong in.

    2 votes

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  19. View place of service on client's ledger

    When I'm viewing a client's ledger and all of their open invoices, allow me to see the place of service code associated with each invoice.

    2 votes

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  20. Access all client text messages from top navigation

    Allow me to see all text message communication from clients in one place that's easily accessed from the top navigation.

    2 votes

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