Natascha Thomson
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2 votesNatascha Thomson
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53 votes
An error occurred while saving the comment Natascha Thomson
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2 votesNatascha Thomson
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173 votes
An error occurred while saving the comment Natascha Thomson
commented
When changing an appointment on the calendar, I can't see the week day only the date. It would be nice if a calendar opened where I can pick a date vs. asking me to scroll on a list without week days. See how Zoom does this, for example. I always have to use my Apple Calendar while changing a date on TheraNest calendar.
Natascha Thomson
supported this idea
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4 votes
An error occurred while saving the comment Natascha Thomson
commented
When a therapist chooses "telehealth" in the calendar, it would be great if the telehealth option could then automatically be used when it comes to billing / ledger.
Similarly, when the code "95" is used for service in the ledger, the telehealth option could automatically be chosen by TheraNest. I spend a lot of time changing to "telehealth" and that's keeping me from automatically just charging clients. I always need that extra step to look.
Natascha Thomson
supported this idea
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47 votes
An error occurred while saving the comment Natascha Thomson
commented
It would save time and effort if the system could automatically set the place of service to telehealth (02) when the service includes "95" as that stands for telehealth.
Natascha Thomson
supported this idea
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151 votes
I generally like TheraNest but a feature that is consistently making me considering switching to another practice management system is the challenge of managing divorced parents for a child client. The Contact Network lacks transparency for the therapist to see a) what forms are being sent to contact (it's hard to remember to have to go to the Client Portal and check the forms to be sent, then go back and send the invite), b) no transparency if contact has received anything, c) inability to resend forms until contact has created an account, d) inability to add to what forms have been sent (as mistakes happen easily because of the process of having to check forms on the client portal) or send any corrective messages through the system until contact has created an account, and e) utter confusion about what forms have been sent when scrolling down in General Documents section. That section doesn't show the forms sent to the email ON the actual account (one parent) and the contact network contact. It only shows one set and it's not clear who these were sent to.
If this sounds confusing, it's because it really really is. I have worked with other systems in the past and this is very very unuser friendly. I regularly run into issues here because it's so hard to remember how this work and users can't find the email and then I can't resend the forms and we are all stuck. You need a feature in the Contact Network that operates similarly to inviting an individual to their own profile, where you can choose the forms to be sent at the time and have two separate contact entries that show what forms have been sent, allow you to resend them,
Could there be a resend email option to complete your intake, after it has been sent before the account is created? Simply resending the same link? People clearly don't manage their email very well. So, could there be a URL I can send to help them that takes them to the same place?
I don't know your system architecture but you do. Clearly this is not easy to fix or you would have. Please do!
Honestly, I look like an idiot to parents when this doesn't work and they don't care if it's your backend or me. And, it's wasting a ton of my time and is very frustrating. I cannot be the only person who struggles with this. I work with lots of kids of divorced parents and I'd like to know that you are working on this or I am considering switching to another system.
The communication about the switch to Stripe has been confusing. I am left with the impression that new consent will be needed when I swich to using Stripe but not clear? If that happens, it is my window to considering switching all together to a new system. Please do something about this! And let me know what your plan is.
PS: In the past I have been told that one parent has to complete the forms before the other parent can do it. Is that true? As there is no transparency, and I worked 20 years in enterprise software, I can't figure out what is really going on and so I feel super stuck. Maybe someone can explain it better and I can find a workaround but this is very very frustrating.
Last, I created an additional contact details form but there needs to be a clear option for a kid with two parents to be able to enter two names and addresses. Otherwise, one parent - first to complete forms - will change it from the other parent and I am playing catchup. The additional contact info form isn't the same and inconvenient. Please make divorced parents a priority as it's very very common for kids in therapy.