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TheraNest App

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Don't copy previous content when creating a new treatment plan

When I create a new treatment plan for a client that already has an existing one, don't copy the content from the previous treatment plan over to the new one so I can start fresh with new content and new goals.
Guest over 4 years ago in Notes & Cases 1 Future consideration

Wiley Homework Planner and/or document library

Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.
Guest almost 8 years ago in Notes & Cases 4 Future consideration

Archive new cancellation service types

Allow me to archive the new cancellation service types (Cancel, Late Cancel, and No Show). I've already created these service types for my practice and don't need the ones TheraNest provides.
Elizabeth Marnix 3 months ago in Practice Management & Administration 0 Future consideration

Clarify "Notes" Text Box Purpose on Appointment Window

Entering progress notes is not intuitive for staff. They immediately think the "Notes" text box is where progress notes should be entered. It is suggested that the title of that box be changed or clarified (like note related to scheduling -not pro...
Caitlin D. 6 months ago in Calendar & Scheduling 1 Future consideration

Detailed activity log when staff accesses a case

As an admin, allow me to see which staff member accessed a case and the specific information they accessed (a progress note, diagnosis codes, etc.).
Guest 3 months ago in Practice Management & Administration 0 Future consideration

Save information entered in the chat request

When I click the icon to start a chat, I am asked to fill in several fields including a description of my issue. If no one is available to chat, then I get a message back indicating that & everything I typed on the previous screen is gone. Ple...
Andrea Mills 3 months ago in Messaging & Notifications 0 Future consideration

View past progress notes when editing

When editing a progress note allow me to view previous progress notes so I can see what was documented in previous sessions.
Guest 3 months ago in Dynamic Forms 0 Future consideration

Run a daily billing report without invoices

I need to be able to run a report to include Date of Service, Client Name, Rendering Provider, CPT Code, Insurance and Co-pay.
Guest 6 months ago in Reporting 0 Future consideration

Display clients as Last Name, First Name

When viewing any table that has client names, have them be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting it's easier to find the client I'm looking for.
Guest almost 2 years ago in Reporting 2 Future consideration

Group Tasks

We would like to be able to have "Group Tasks"
Guest over 1 year ago in Practice Management & Administration 1 Future consideration