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Shannon Wohlman

← Customer Feedback for TheraNest

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20 results found

  1. Send intake forms automatically at a given cadence

    6 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Shannon Wohlman commented  · 

    Allow therapists to sent a schedule to automatically send routine forms such as: GAD, PHQ, BSL, etc..

    Shannon Wohlman supported this idea  · 

  2. Automatically generate client ID

    11 votes

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    2 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Shannon Wohlman supported this idea  · 

  3. Automatic generation of tasks

    24 votes

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    11 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Shannon Wohlman supported this idea  · 

  4. Automatically create and send invoices

    72 votes

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    12 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Shannon Wohlman supported this idea  · 

  5. Allow clients to upload files to the Client Portal

    180 votes

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    55 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    An error occurred while saving the comment
    Shannon Wohlman commented  · 

    Allow clients to upload documents such as: insurance card, data/diary cards for DBT, etc..

    Shannon Wohlman supported this idea  · 

  6. Add Holidays to the calendar

    101 votes

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    14 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Shannon Wohlman supported this idea  · 

  7. Print work or school excuse notes from Agenda

    146 votes

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    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Shannon Wohlman supported this idea  · 

  8. Block off non-clinical time on calendar

    179 votes

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    21 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Shannon Wohlman supported this idea  · 

  9. Automatically set appointment duration based on service type (Calendar & Client Portal)

    225 votes

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    36 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Shannon Wohlman supported this idea  · 

  10. Indicate if appointment was cancelled by staff or by client

    229 votes

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    31 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Shannon Wohlman supported this idea  · 

  11. Allow two-way syncing with external calendars (Google, Apple, etc.)

    359 votes

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    52 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Shannon Wohlman supported this idea  · 

  12. Include pre-defined list of interventions for progress notes

    508 votes

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    29 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Shannon Wohlman supported this idea  · 

  13. Formatting options for dynamic forms

    630 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Shannon Wohlman supported this idea  · 

  14. Enter clients as a couple or family

    838 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Shannon Wohlman supported this idea  · 

  15. Add a genogram builder function

    53 votes

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    4 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Shannon Wohlman supported this idea  · 

  16. Add review date to dynamic forms

    8 votes

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    6 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    An error occurred while saving the comment
    Shannon Wohlman commented  · 

    reminder for annual updates and ability to create a new/updated DA

    Shannon Wohlman supported this idea  · 

  17. Remind staff to complete the treatment plan

    73 votes

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    11 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Shannon Wohlman supported this idea  · 

  18. Add another assessment and set alerts/reminders

    52 votes

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    20 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Shannon Wohlman supported this idea  · 

  19. Notify me when client turns 18

    82 votes

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    12 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Shannon Wohlman supported this idea  · 

  20. Customize how appointments are color-coded

    754 votes

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    Under review  ·  203 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Shannon Wohlman supported this idea  · 

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