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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Display client credit on clients list
Allow me to customize the grid for the clients list to display any credits the client has.
60 votes -
Don't create a new case when navigating to notes
If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
58 votes -
Automatically send client superbill when credit card is charged
Allow me to send a superbill to a client when payment is collected.
57 votes -
Offer and support a mobile application
Continue supporting the mobile application because I like the convenience of it when I'm not near a computer and a mobile app is easier than using a browser.
56 votes -
Link place of service codes to service types
Allow me to link place of service codes with service types so when I select that service type when creating an appointment the location code is automatically updated.
56 votes -
Mobile friendly intake
Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on their cell phones.
56 votes -
Allow for calendar view with client's first name and last name initial
Allow me to view appointments on the calendar with only the client's first name and last initial.
56 votes -
View appointment notes on agenda
We use the "notes" field in the appointment details screen to leave messages for the admin or therapists about what payment to collect at the time of the client's appt. It would be helpful to have the appointment detail notes visible on the agenda
55 votes -
Separate client amount due and insurance amount due when viewing ledger grid
When viewing the client's ledger, separate the Balance Due by the client's balance and the insurance balance.
55 votes -
Set different times for each type of appointment reminder
Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.
55 votes -
Include Insurance company phone number on Insurance tab
When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
55 votes -
Add spellcheck
Add spellcheck to TheraNest so I can catch spelling mistakes more easily.
53 votes -
Add another assessment and set alerts/reminders
We are required to complete an assessment after a certain amount of time depending on the payer and/or state regulations. Allow me to set a reminder or an alert for when a client needs to have an assessment completed, and allow me to complete another assessment without having to add addendums to the first assessment.
53 votes -
Add a genogram builder function
A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that punctuate relationships. Genograms allow a therapist to quickly identify and understand various patterns in the client's family history which may have had an influence on the client's current state of mind.
53 votes -
Notification for client portal account creation
Notify me when a client registers for the client portal so I can follow up with a phone call if they don't schedule an appointment.
52 votes -
Alerts for tasks that are due
If I create a task with a due date, allow me to receive an alert or reminder in TheraNest when that task is due.
51 votes -
Auto-format fields (dates, State, phone number etc.)
It would be great if there was uniformity in format for all the date fields to preopulate the slashes. Like the eligiblity date on the insurance screen requires slashes but you should be able to just enter MMDDYYYY like so many other screens.
49 votes -
Display the day of the week in client Appointment History
It would be really helpful to see what day of the week a client has appointments in the "Appointments" page of their client account. Instead I have to go back and forth to the calendar to verify what days of the week they come in.
49 votes -
Link custom forms to appointments
When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.
49 votes -
Implement read receipts for client secure messages
I'm suggesting read receipts for messages sent TO clients through the client portal messaging.
48 votes
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