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TheraNest App

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1564 results found

  1. Display "confidential" stamp on printed clinical documents

    Display a "confidential" stamp on signed printed treatment plans, initial assessments, and progress notes.

    2 votes

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  2. Display goal and objectives numbers in progress notes

    Number the goals and objectives in a client's progress note they way they are numbered in the treatment plan so I can reference a goal/objective number when writing my note.

    2 votes

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  3. Display summary of dynamic client/case form

    If I create a dynamic client form or case form that's used multiple times, allow a summary to be displayed of the form in the grid rather than just the date and time, so I don't have to open each one to find the one I need.

    2 votes

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  4. Add indicator on the calendar for clients that need a treatment plan review

    If a client's treatment plan is up for review, show an indicator on their appointment on the calendar.

    2 votes

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  5. Delete appointments if staff member removed from group

    If I remove a staff member from a group, delete all of their upcoming appointments on their calendar for that group.

    2 votes

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  6. Make client details less visually overwhelming

    Make the client details page less visually overwhelming. There's a lot of information spread out with links, buttons, and tabs.

    2 votes

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  7. Increase visibility of scroll bar in new navigation

    The scroll bar in the left-hand navigation is small and blends in with the page making it hard to use.

    2 votes

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  8. Save created dynamic form elements

    When I create a question or text in a form using a dynamic form element, allow me to save just that created element so I can use it in other forms without having to recreate it.

    2 votes

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  9. Clickable link in appointment notes

    If I add a link to the notes field in a client's appointment, make it clickable so I don't have to copy and paste it into my browser.

    2 votes

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  10. Add sales tax to an invoice

    Allow me to add sales tax to an invoice. We sell products at our office and need to charge a sales tax percent for these items.

    2 votes

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  11. Make it easier to delete a client

    When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.

    2 votes

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  12. Maintain historical appointment information in previous time zone

    If I update my time zone, keep my historical appointment information in the previous time zone rather than update it to the new time zone.

    2 votes

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  13. Include claim number in billing reports

    Allow me to view the claim number when running billing reports.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  14. Display clients as Last Name, First Name in reports

    When viewing a report in TheraNefst, have the clients be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting the report it's easier to find the client I'm looking for.

    2 votes

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    2 comments  ·  Reporting  ·  Admin →
  15. View all invoice information without scrolling

    When viewing a client's invoice I want to view all of the information without having to scroll.

    2 votes

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  16. Display last kept appointment date when creating progress note

    When creating a progress note for a client, allow me to see the date of the last kept appointment.

    2 votes

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  17. Permission to upload files

    As an admin, allow me to set who has access to uploading files to a client's General Documents or Clinical Documents.

    2 votes

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  18. Show which progress notes have an addendum

    When viewing a client's list of progress notes, allow me to see which notes have an addendum.

    2 votes

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  19. Link to client's details from secure messaging

    When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.

    2 votes

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  20. Apply to copay when processing batch payments

    When processing batch payments, allow me to apply the payment as a copay.

    2 votes

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