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← Customer Feedback for TheraNest

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19 results found

  1. Add rendering provider and filter to the Invoice Aging report

    88 votes

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    17 comments  ·  TheraNest App » Reporting  ·  Admin →
    Admin Assistant supported this idea  · 

  2. Charge saved payment method without entering CVV

    12 votes

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    10 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Admin Assistant supported this idea  · 

  3. Initial Assessment signature report

    9 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Admin Assistant supported this idea  · 

  4. Report on missing, expiring, and unsigned treatment plans

    287 votes

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    74 comments  ·  TheraNest App » Reporting  ·  Admin →
    Admin Assistant supported this idea  · 

  5. Send confirmation to client if they confirm or cancel through a text reminder

    12 votes

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    5 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    An error occurred while saving the comment
    Admin Assistant commented  · 

    Can we get some traction on this one please? This seems like an extremely simple feature to add on!

    Admin Assistant supported this idea  · 

  6. Color code agenda by therapist

    15 votes

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    1 comment  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Admin Assistant supported this idea  · 

  7. View all appointments from the agenda

    37 votes

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    17 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Admin Assistant supported this idea  · 

  8. Don't allow certain fields to be updated in the client portal

    26 votes

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    13 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Admin Assistant supported this idea  · 

  9. Send reminder to clients if intake documents have not been completed

    98 votes

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Admin Assistant supported this idea  · 

  10. Display client's preferred name throughout TheraNest

    26 votes

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    9 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Admin Assistant supported this idea  · 

  11. Allow clients to upload files to the Client Portal

    180 votes

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    55 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Admin Assistant supported this idea  · 
    An error occurred while saving the comment
    Admin Assistant commented  · 

    Add the ability for clients to include photos of their insurance cards in/with the intake forms packet and/or upload these photos directly to their general documents in their account.

    This is often needed for benefits verification and contacting the company for claims issues. Currently there is no way for clients to share this with us within the client portal and it must be collected outside of the portal via email.

  12. Add PCL-5 as an intake form

    12 votes

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    6 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Admin Assistant supported this idea  · 

  13. Mobile friendly intake

    54 votes

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    2 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Admin Assistant supported this idea  · 

  14. Add staff filter to detailed attendance report

    7 votes

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    Likely to implement  ·  4 comments  ·  TheraNest App » Reporting  ·  Admin →
    Admin Assistant supported this idea  · 

  15. Display client credit on Agenda

    36 votes

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    4 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Admin Assistant supported this idea  · 

  16. Filter Agenda & Calendar by appointment status

    106 votes

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    32 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →

  17. Filter agenda by balance due

    4 votes

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    0 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Admin Assistant supported this idea  · 

  18. Send alert when clients enter or update information in Client Portal

    40 votes

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    5 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Admin Assistant supported this idea  · 

  19. Create a report that contains the names of the clients, Therapist and the date they were last archived.

    8 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →

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