TheraNest App
We love to hear TheraNest feature requests from you! Use the field below to search for existing ideas. Vote on ideas you like or agree with. If you have a new idea that hasn’t been submitted by anyone else, submit it. If you have many ideas, submit them separately.
1564 results found
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Notate primary contact in client's details
Allow me to identify the primary contact for a client in their client details or their contact log.
2 votes -
Copy from last session based on date of service
When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.
2 votes -
Custom formatting for reminder emails
When I'm creating the appointment reminder email, allow me to apply formatting so I can bold, underline, or italicize words.
2 votes -
Training library for staff based on permission level
Have a centralized library of training articles and videos that are geared toward specific staff permission levels. For example, if the staff member has the therapist permission then in the articles and library don't show features/tabs they wouldn't have access to because it can be confusing for them.
2 votes -
Show preview of dynamic progress notes
When viewing a client's list of progress notes, the dynamic progress notes don't show a preview like the standard template. Allow me to see a preview of the dynamic progress note when viewing a client's list of progress notes.
2 votes -
Copy secure messages over as a thread
Allow me to copy the entire secure message over as one thread rather than copy each message individually.
2 votes -
Display client's pronouns in left sidebar
When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.
2 votes -
Filter agenda to show progress notes not started
Allow me to filter the Agenda so I can see which progress notes haven't been started for the clients that I saw that day.
2 votes -
Show diagnosis codes in client list
When viewing the client list, allow me to customize the grid to see the diagnosis codes.
2 votes -
Report for non-client events
A report to pull a list of non-client events for Staff like we can for client appointments.
2 votes -
Staff demographics report
Allow me to run a report that displays the demographic information for my staff.
2 votes -
Display staff as LastName, FirstName when assigning to clients
When assigning staff to clients, display staff names as LastName, FirstName.
2 votes -
Identify which plan paid in ERA
In the ERA, allow me to view the insurance plan because we have some clients that have two plans under the same payer (e.g. Anthem).
2 votes -
Hide canceled appointments in iCal sync
Allow me to hide canceled appointments in my iCal.
2 votes -
Create cancellation status for holidays
Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.
2 votes -
Show client flags in detailed attendance report
Allow me to see the client flags when running the detailed attendance report.
2 votes -
Don't ask for progress note template if default has been selected
If a default progress note template has been selected for me, then don't show the dialog box asking me to pick a template. I only need to use my default template for every progress note.
2 votes -
Rearrange navigation
Allow me to rearrange the navigation pages. I may want My Tasks to be first rather than after the Calendar.
2 votes -
Put cursor in client's name field when viewing details
When I view a client's details, automatically put my cursor into their Name field so I can start typing and moving through the fields.
2 votes -
Change warning about invoice balance when processing ERAs
Sometimes I apply a write-off before I process the ERA. When I process the ERA I receive a warning that the payment write-off leads to a negative balance, but that's not always the case. Change the message to say it might lead to a negative balance.
2 votes
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