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TheraNest App

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Remind me if client's have a credit when processing a payment

When charging clients, it could be really helpful to have a pop up that said "this client has a positive balance of $--". This would help to remind to use funds overpaid from previous sessions when charging clients.
Guest over 8 years ago in Billing & Payments 6 Future consideration

Handwriting to text for tablets

I use my Apple Tablet to write notes with the draw-to-text tool. It would be great if we could use the handwriting to text tool directly in the app.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Allow clients to confirm & cancel appointments through email

Allow clients to confirm or cancel their appointment through the emailed appointment reminder.
Guest over 4 years ago in Practice Management & Administration 2 Future consideration

Change treatment plan button to "Create/Update Existing Treatment Plan"

Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan.  Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.
Guest over 2 years ago in Notes & Cases 0 Future consideration

Search activity log for new clients added

When a new client is added in TheraNest it's recorded in the activity log, but I can't search for that action. Allow me to search for new clients added so I can quickly filter the list of activities.
Guest about 1 year ago in Practice Management & Administration 1 Future consideration

Accessibility for people who are blind

Make TheraNest, the client portal, and telehealth accessible for staff and clients who are blind or eyesight impaired and use a screen reader.
Guest over 3 years ago in Calendar & Scheduling 3 Future consideration

Upload documents to prospective clients

Allow me to upload documents to prospective clients.
Guest 9 months ago in Clients & Groups 1 Future consideration

Add a paid column in the client ledger

There is only a written off and total amount. For our practice it would be helpful to have the Paid amount. The written off is an insurance write off and not what we in actuality took in. I would like a Paid Amount between the Total and written off
Rachael Eichhorn almost 7 years ago in Billing & Payments 1 Future consideration

Easier searching of the knowledge base

Make it easier to search for an article when viewing the knowledge base.
Guest 9 months ago in Practice Management & Administration 0 Future consideration

View primary payer on appointment block

Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
Guest over 3 years ago in Calendar & Scheduling 5 Future consideration