TheraNest Ideas Portal
ADD A NEW IDEA

Clients & Groups

Showing 271

Don't require a location when adding a client

When I add a client to TheraNest, don't require me to indicate a location for the client. We have clients that move across locations and I don't want a location to default when creating an appointment.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Change default date range when viewing a client's appointments

Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.
Guest over 3 years ago in Clients & Groups 2 Future consideration

Warning when archiving a client with open cases

Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Directory for contact network

Allow me to view a centralized directory of collateral contacts such as attorneys, social workers, etc.
Guest over 3 years ago in Clients & Groups 1 Future consideration

Random drug screening

Allow me to randomly select a client for a drug screen. This is required by our state for licensing and it would be nice to be able to do this inside of TheraNest.
Guest over 3 years ago in Clients & Groups 0 Future consideration

View details of billing notes

In the billing notes section of a client, allow me to see the date and author of the note.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Redact credit card info on CC authorization form

If I send my clients a credit card authorization form, have their card number be redacted when I save it to their General or Clinical Documents.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Record previous name in client's details

For clients that get married or go through a legal name change, allow me to maintain a record of their previous name.
Guest almost 2 years ago in Clients & Groups 1 Future consideration

Don't update name changes on previous documentation

When a client changes their name and I change it in the system, only apply that name change to any documents created going forward.
Guest almost 2 years ago in Clients & Groups 0 Future consideration

Client portal help

On the client portal registration page where the "i" appears in the upper right hand corner could the word "Help" or "Client Portal Help" be added or moved closer to the center of screen? This would help alert clients of the feature.
Guest almost 4 years ago in Clients & Groups 0 Future consideration