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TheraNest App

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Add new name field to client details

Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on...
Guest over 4 years ago in Clients & Groups 3 Future consideration

Create invoice after signing the progress note

Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
Guest almost 2 years ago in Notes & Cases 2 Future consideration

Don't make me sign in to suggest a feature

Once I sign in to TheraNest, don't also make me sign in to UserVoice to suggest a feature.
Guest over 2 years ago in Practice Management & Administration 4 Future consideration

Make client notes more prominent

When navigating to a client's details page or viewing the agenda, make the Client Notes prominent so our staff is more likely to read the information.
Guest over 3 years ago in Clients & Groups 2 Future consideration

Add ability to invoice half and quarter unit increments

For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed. We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!
Guest over 8 years ago in Billing & Payments 7 Future consideration

Adjust invoice address for mailing envelopes

Adjust the address on the invoice so it aligns with the address window on a mailing envelope.
Guest almost 3 years ago in Billing & Payments 3 Future consideration

Schedule next appointment after signing progress note

Allow me to schedule the client's next appointment after signing the progress note by adding an "e-sign and schedule" option.
Guest over 10 years ago in Notes & Cases 3 Future consideration

Automatic telehealth appointment creation for specific service types

Allow me to designate a service type as telehealth so that when the appointment is created and the service type is selected, it automatically marks the session as a telehealth session.
Guest about 2 years ago in Practice Management & Administration 5 Future consideration

Search insurers when adding an insurer to a client

Allow me to search for insurers when adding an insurer to a client so I don't have to scroll through a long list.
Guest 9 months ago in Billing & Payments 0 Future consideration

Edit interventions when adding goals

When adding goals and selecting interventions, the interventions appear in a drop-down list and once selected, can't be edited. After I select the intervention, allow me to edit it so I can customize it to reflect my client.
Jana Santiago over 4 years ago in Notes & Cases 5 Future consideration