TheraNest App

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Show less information on the appointment block

When viewing the calendar, show less information on the appointment block. It's overwhelming to see and I can go to the Agenda to see those details.

Guest 6 months ago in Calendar & Scheduling 9 Future consideration

88 VOTE

Add standardized diagnostic screening tools

Adding screening tools such as PHQ-9, GAD-7, Kessler-10, The Duke, would help track a clients progress in treatment. As well as support Diagnosis

Guest almost 9 years ago in Notes & Cases 11 Future consideration

23 VOTE

Have the DBA be client-facing

With the new DBA field, make the name entered in that field the one that clients see because that's what they know my business as.

Guest over 2 years ago in Practice Management & Administration 13 Future consideration

2 VOTE

Hide/Show Balance Due fields when printing Client Demographics

When printing the Client Demographics page, add a new option to hide or show the Balance Due fields. Adding this option would streamline the process of printing this page when using the printed Client Demographics for referrals.

Guest 3 months ago in Clients & Groups 0 Future consideration

37 VOTE

Email payment receipts

After I process a client's payment, allow me to email them a copy of their receipt.

Guest almost 4 years ago in Billing & Payments 5 Future consideration

35 VOTE

View when invoices, superbills, and statements were sent from client ledger

Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.

Guest over 3 years ago in Clients & Groups 17 Future consideration

37 VOTE

Organize dynamic forms & intake forms into folders

Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new client...

Guest almost 4 years ago in Clients & Groups / Dynamic Forms 8 Future consideration

14 VOTE

Create away message for practice chat

Allow me to create an away message for practice chat so other staff members know why I'm not responding.

Guest over 1 year ago in Messaging & Notifications 1 Future consideration

28 VOTE

Select whether completed intake forms should save to clinical or general documents

When creating an intake form, allow me to choose whether the completed form is saved to the client's General Documents or Clinical Documents for all open cases so we can limit which staff can view them.

Guest almost 3 years ago in Practice Management & Administration 8 Future consideration

2 VOTE

Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.

Guest 3 months ago in Client & Billing Details / Notes & Cases 0 Future consideration

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