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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Email client when credit card charge is voided
Send an email to my client if I void a credit card charge. Sometimes I accidentally charge their card and if they got an email that I voided it, then it would save from them calling me.
2 votes -
Drag and drop files from other sources into client's documents
When working in a client's general documents or clinical documents, allow me to drag and drop files from other web/browser sources (e.g., OneDrive) to save me a step from having to download the file to my computer first.
2 votes -
Single select dynamic form element
Create a single select dynamic form element that isn't a drop-down so all options can be seen and the form can be completed faster.
2 votes -
Filter manage clients list in client portal settings
When managing the list of clients under the client portal settings in the Organization tab, allow me to filter the list so I can see everyone who doesn't have an invite or anyone who has sent forms that haven't been completed.
2 votes -
Print invoice with linked progress notes in one PDF
When I print an invoice, allow me to also print any linked progress notes with the invoice line items and have it all generate as one PDF.
2 votes -
Report on client appointments where times overlap
Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
2 votes -
Take me to invoice after processing payment from ERA
When I'm working in the ERA Received tab, after I process a payment take me right to the invoice for the client.
2 votes -
Separate date and time data in reports
For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
2 votes -
Archive primary practice location
Allow me to archive the address for my primary practice location because when I change the address it retroactively applies those changes to past appointments.
2 votes -
Delete inactive insurances
If a mistake was made on an insurance that was marked as inactive an Org Admin should be allowed to delete the insurance. This helps to avoid scheduling issues as it is confusing for them when they see 2 identical insurances one marked as active and one marked as inactive.
2 votes -
Need only one Invoice for Group Appointments
If the extra invoice doesn't get zeroed out, Invoicing can be complicated for groups. One invoice would be great!
2 votes -
Create case forms for specific cases
When creating a dynamic case form, allow me to assign that form to specific cases so they don't show up on every open case.
2 votes -
Allow providers to re-invite clients to the portal
As a provider, allow me to re-invite or resend the portal invite link to my clients so I don't have to ask an administrator. Some of my clients need another email sent to remind them.
2 votes -
Notate claims that have been auto-processed
Notate which claims have been auto-processed so I can double-check to make sure the funds were received.
2 votes -
Add race and gender fields to a client's household
When I add people under the Manage Household Info of a client, allow me to indicate their race and gender.
2 votes -
Increase character limit for task notes
Increase the character limit for the "note" field when adding a task.
2 votes -
Stay on invoice after applying a write-off
Allow me to stay on the invoice after applying a write-off.
2 votes -
Allow therapists to create client flags
As a therapist, allow me to create a flag for my client. I may need to create a flag to notate something clinically important that other staff need to be aware of.
2 votes -
Change "sex" field in client details & portal
Change the "sex" field in client details and on the client portal because it doesn't reflect the terms we use.
2 votes -
Don't select note type if only one available
Remove the dialog box that has us select a progress note template. We only have one progress note template available for our whole practice so it's adding an unnecessary step.
2 votes
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