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TheraNest App

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Don't alert me when I unarchive a client

Don't alert me when I unarchive a client because it adds an extra step to my workflow.
Guest over 1 year ago in Clients & Groups 0 Future consideration

Create custom forms for each client

Allow me to create a custom form for a specific client that I can send to the portal. I need to be able to enter specific text that's only for that client, but I don't want to clutter up the list of intake forms.
Guest over 2 years ago in Notes & Cases 0 Future consideration

In Forms make it so signature and date are next to each other

Right now I make it so someone has to type in their name and date which takes up a lot of space in two seperate lines. We need people to do signature and date NEXT to each other and same with initial and/or initial and date. Can this be added to c...
Guest almost 4 years ago in Practice Management & Administration 0 Future consideration

Redo Staff Page for Alphabetically

Can an alphabetical sort feature be added to the client list for the staff like it is for the clients?
Guest almost 4 years ago in Clients & Groups 0 Future consideration

Add service type to appointment reminders

Allow me to include the service type in text and email appointment reminders.
Guest over 6 years ago in Messaging & Notifications 2 Future consideration

Show CC fees in payroll report

Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
Guest over 2 years ago in Reporting 1 Future consideration

Include secondary insurance in client import

When importing clients into TheraNest, allow me to include their secondary payers as well so I don't have to do this manually.
Thomas The Test Engine over 2 years ago in Clients & Groups 0 Future consideration

Report on client's school

Allow me to report on the client's employer or the school they attend. The Employment field will display in reports, but the Employer does not.
Guest almost 4 years ago in Reporting 0 Future consideration

Integration with CONTINUUM

Allow me to integrate with ASAM CONTINUUM so I can complete Substance abuse assessments which are different in nature to a certain degree from biopsychosocial assessments.
Guest almost 8 years ago in Notes & Cases 0 Future consideration

Client Portal Payment History when 'Allow to pay through Portal' is NOT enabled

As of now, you cannot see ANY Payment History if the feature 'Allow payment through Portal' is not enabled or if Banking Information is not used. So if you are receiving cash/check and not using the Credit Card system, the client cannot see their ...
Guest almost 4 years ago in Billing & Payments 1 Future consideration