TheraNest Ideas Portal
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Showing 1967 of 1967
282 VOTE

Allow multiple client signatures on clinical notes

Allow me to add multiple client signatures to clinical notes. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest 6 months ago in Notes & Cases 64 Future consideration

Upload custom background in telehealth sessions

Allow me to upload a custom background to use while conducting telehealth sessions.
Guest 4 months ago in Conducting Telehealth Sessions 27 Future consideration

Add payment link to invoices & statements

Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
Lisa Briggs about 1 month ago in Billing & Payments 0 Future consideration

Add client birthdays to the calendar

Allow me to see any client birthdays on my TheraNest calendar.
Jessica Little 3 months ago in Calendar & Scheduling 0 Future consideration

Don't display archived forms for new clients

Don't show archived case or client forms for new clients. The form has never been used for them and it just takes up room having it displayed.
Nakieta Lankster 4 days ago in Notes & Cases 0 Future consideration
649 VOTE

Formatting options for dynamic forms

Would like the ability to format custom forms similar to other word processors: - Adjust font sizes, colors - Paragraph styles - Inserting tables - Adding images
Guest almost 8 years ago in Dynamic Forms / Notes & Cases 102 Future consideration
716 VOTE

Customize how appointments are color-coded

Allow me to set how I want my appointments on the schedule to be color-coded. I may want them color-coded by provider, location, etc.
Guest about 9 years ago in Calendar & Scheduling 211 Future consideration
810 VOTE

Enter clients as a couple or family

Allow me to enter clients as couples or families. I see mostly couples and I prefer not to split them up in TheraNest.
Guest almost 11 years ago in Clients & Groups 122 Future consideration
513 VOTE

Include pre-defined list of interventions for progress notes

I would like the interventions list that is available in the creation of the treatment plan be moved to the progress notes where I would be able to select which intervention that I used for that day. It would simplify the notes that I complete.
Guest over 7 years ago in Notes & Cases 29 Future consideration

Identify client's insurance as plan year or calendar year

Allow me to note whether a client has a plan year or calendar year for insurance purposes because it helps with insurance verification.
Guest 11 days ago in Client & Billing Details 0 Future consideration