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Teresa Kleffner

← Customer Feedback for TheraNest

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17 results found

  1. Allow me to select the Telehealth forum without subscribing to Telehealth when creating availability

    8 votes

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    5 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
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    Teresa Kleffner commented  · 

    All of our appointments are virtual and the only option in the Client Portal is In Person since we do not use TheraNest's virtual system. Please add an option for Virtual. It confuses clients and creates more work for us. If this can't be fixed then we may need to move to an online scheduling system that better meets our needs. It is giving "manipulative" and not customer friendly.

    Teresa Kleffner supported this idea  · 

  2. reschedule appointment from client chart

    4 votes

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    0 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Teresa Kleffner shared this idea  · 

  3. Formatting options for dynamic forms

    641 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Teresa Kleffner supported this idea  · 
    An error occurred while saving the comment
    Teresa Kleffner commented  · 

    Right now, even though the text shows up on different lines when I go to print it puts all the text on the same line.
    Allow text to be on different lines when we hit return (line break)

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    Teresa Kleffner commented  · 

    The font on the pdf does not copy and paste well. There are some "forms" that have information that need to be entered into the progress note also. When I copy and paste from the note pdf, it pushes words together. Also, the pdf of the note does not look professional. A different format or font would help the documentation appear more professional.

  4. Show line breaks in custom forms

    6 votes

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    0 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Teresa Kleffner shared this idea  · 

  5. Hide therapist's signed date from progress note

    5 votes

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    0 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Teresa Kleffner shared this idea  · 

  6. Provide automatic alerts for missing progress notes

    136 votes

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    4 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Teresa Kleffner supported this idea  · 

  7. Add ability to create progress notes and view linked notes from client Appointments list

    102 votes

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    29 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Teresa Kleffner commented  · 

    When in client under appointments, it would be helpful to be able to add notes. There is a column entitled Action. Could Add Note be added here?

    Teresa Kleffner supported this idea  · 

  8. Add Progress Notes from the Calendar

    240 votes

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    39 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Teresa Kleffner supported this idea  · 

  9. Ability to scan files directly into client's general or clinical documents

    119 votes

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    18 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Teresa Kleffner commented  · 

    Yes, please! This creates more work and the admin staff also are not able to email unless they are part of the portal.

    Teresa Kleffner supported this idea  · 

  10. Allow clients to upload files to the Client Portal

    206 votes

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    61 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Teresa Kleffner supported this idea  · 

  11. Select which goals appear on progress notes

    163 votes

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    31 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Teresa Kleffner supported this idea  · 

  12. Schedule recurring/automatic payments

    199 votes

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    54 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Teresa Kleffner supported this idea  · 

  13. Permissions for appointment changes

    26 votes

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    13 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Teresa Kleffner supported this idea  · 

  14. Customize how appointments are color-coded

    768 votes

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    Under review  ·  206 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Teresa Kleffner commented  · 

    I would like to be able to change the color of my appointments based on the type of appointment. For example, some of the appointments are for hypnosis and I would like to make those a different color on my calendar than a standard psychotherapy appointment.

    Teresa Kleffner supported this idea  · 

  15. Fax documents from TheraNest

    275 votes

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    26 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
    Teresa Kleffner supported this idea  · 

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

    375 votes

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    55 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    Teresa Kleffner supported this idea  · 

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

    226 votes

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    36 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Teresa Kleffner commented  · 

    Right now, if we set our Time Scale to 30 minutes then a client can schedule a 60 minute session in a 30 minute time block. Suggestion is to allow us to enter a time amount into Service Type so that a client can only schedule that service if there is enough time.

    Teresa Kleffner supported this idea  · 

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