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TheraNest App

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Messaging

Being able to send secure messages to other providers and not just clients.
Guest over 5 years ago in Messaging & Notifications 0 Already exists

Add Parents/Guardian Info. to Detail Page

It would be fantastic to add fields and a drop down menu for parents, step-parents, guardians, and their contact numbers on the Detail page. The emergency contact is not helpful when it comes to parents.
Guest over 5 years ago in Clients & Groups 0 Already exists

forms

Currently I am only able to create forms for intake. However my practice utilizes other forms, such as client satisfaction surveys. I would be nice to send a form at any time to a client that is not labeled intake.
Guest over 5 years ago in Practice Management & Administration 0 Already exists

daily billing report - exclude client name or replace with client id

Often we need to share reports with outside sources like accountants, business coach etc - can't have PHI on the report. I see an option to include client ID number but the client name can't be removed from the report. Would be nice to be able to ...
Guest over 5 years ago in Reporting 0 Already exists

15 minutes appointment times

Please create the option to have appointment times every 15 minutes, rather than every 30 minutes.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

give me current local time/date for suggested time/date

This applies to EVERYWHERE in TheraNest when TheraNest recommends to me a suggested date and time... Contact log notes, progress notes, new assessment, billing.... appointments... EVERYWHERE. Your system gives me date/time suggestions based on UTC...
Guest over 5 years ago in Notes & Cases 0 Already exists

statements and archiv

Even though a client is archived, it would be nice if the billing information would still be available. When we run monthly statements, archived clients don't show up.
Guest over 5 years ago in Billing & Payments 0 Already exists

Progress Note Creation time

Currrently, when I begin a progress note, it selects the current time and day. However, when I select the Appointment Time, the note creation time defaults back to the beginning of the appointment time. For example, if I am reporting today on a cl...
Guest over 5 years ago in Reporting 0 Already exists

Connect Client referral source to organization client

Under Referrals, allow to connect to name for current/former client and keep tract of the the amount of client referrals by specific client
Guest over 5 years ago in Practice Management & Administration 0 Already exists

copy last group session note

Ability to copy current group session notes from previous group session notes (like we can for individual sessions).
Guest over 5 years ago in Notes & Cases 0 Already exists