Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Theda Smith

← Customer Feedback for TheraNest

My feedback

9 results found

  1. Export client records

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Theda Smith supported this idea  · 
    An error occurred while saving the comment
    Theda Smith commented  · 

    We are closing in 6 months and just learned that there is not a way to download all records/notes without having to do it manually for each individual client. Apparently TheraNest isn't able to on their end either. This is thoroughly surprising.

  2. Autosave dynamic forms

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Theda Smith supported this idea  · 
    An error occurred while saving the comment
    Theda Smith commented  · 

    Allow the system to auto-save notes so that notes are not lost if another part of TheraNest is clicked on without saving. Second to this is setting it so that notes can be saved with required sections blank, but not signed unless required sections have written details.

  3. Default client's intake date field to date of completed initial assessment

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Theda Smith supported this idea  · 

  4. Add or remove archived clients in reports

    68 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Theda Smith supported this idea  · 
    An error occurred while saving the comment
    Theda Smith commented  · 

    When running reports, include the data for archived clients. We are a college, so students come and go fairly regularly. When we run many reports, especially for demographic data, it doesn't include clients who have been archived.

  5. Add date range to demographic snapshot report

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Theda Smith supported this idea  · 

  6. Report on demographics of clients served within a time period

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Theda Smith supported this idea  · 

  7. Autosave client details

    223 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    49 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Theda Smith supported this idea  · 

  8. Create custom reports

    251 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    47 comments  ·  TheraNest App » Reporting  ·  Admin →
    Theda Smith supported this idea  · 

  9. Formatting options for dynamic forms

    641 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Theda Smith supported this idea  · 

Feedback and Knowledge Base

(thinking…)