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TheraNest App

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Send intake forms automatically at a given cadence

Allow me to schedule certain intake forms to be sent on a specific cadence (e.g., monthly, yearly, etc.).
Guest almost 2 years ago in Notes & Cases 4 Future consideration

Report on deposits/withdrawals to my account

Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.
Guest about 4 years ago in Billing & Payments 4 Future consideration

Add treatment plan due date to client list

Add a column to the client list grid that tells us the next treatment plan due date.
Dawn del Rio 3 months ago in Clients & Groups 0 Future consideration

Select and display client's preferred pronouns

One of the issues I run into when using Wiley Notes is that some of my clients information will have their names come up in the session topic and interventions, as well as their preferred pronoun, but, not others. It would be nice if we could pres...
Guest 6 months ago in Notes & Cases 0 Will not implement

Customize restriction for portal scheduling/cancellations/reschedules

Currently, there are two client portal settings to allow clients to schedule an appointment, and another setting to allow clients to cancel or reschedule an appointment within 24 hours, but I'd like to adjust the time to 48 or 72 hours.
Guest over 2 years ago in Practice Management & Administration 7 Future consideration

Select Place of Service when Creating Appointment

Allow me to select the pace of service code when creating an appointment.
Guest over 4 years ago in Calendar & Scheduling 8 Future consideration

Add client availability to prospective clients list

When adding a client to the prospective clients list, allow me to indicate which days and times they are looking for so I can quickly see who to contact when I have that date/time available.
Guest about 3 years ago in Clients & Groups 1 Future consideration

View place of service in batch invoicing

Allow me to view the place of service code when Processing Existing Invoices in Batch Invoicing.
Guest over 2 years ago in Billing & Payments 2 Future consideration

Referral Management System

It would be great to have a system in place where we can send and receive client referrals. Currently we are e-mailing back & forth and it takes too much time as we are growing.
Guest over 6 years ago in Practice Management & Administration 8 Future consideration

Add sorting & filtering to notes awaiting signature

Allow me to filter and sort by the available columns when viewing the Notes Awaiting Signature page.
Guest about 1 year ago in Notes & Cases 1 Future consideration