Skip to Main Content
TheraNest Ideas Portal
ADD A NEW IDEA

Clients & Groups

Showing 271

Add a safety plan

Develop a safety plan that would automatically prepopulate local emergency numbers
Guest over 6 years ago in Clients & Groups 0 Future consideration

Remember items per page preferences

At the bottom of the client page, there is the option to select the number of clients that display. Have TheraNest remember what number I set so I don't have to set it every time I view the client list or other similar places in TheraNest.
David Russ over 3 years ago in Clients & Groups 14 Future consideration

Increase file size limit in general and client documents

Increase the limit for the file sizes I can upload to a client's general documents and clinical documents so I can upload files that are larger than 10MB.
Guest almost 7 years ago in Clients & Groups 13 Future consideration

Display the day of the week in client Appointment History

It would be really helpful to see what day of the week a client has appointments in the "Appointments" page of their client account. Instead I have to go back and forth to the calendar to verify what days of the week they come in.
Guest over 7 years ago in Clients & Groups 6 Future consideration

Add insurance to prospective clients list

When adding a client to the prospective clients list, allow me to add the name of their insurance provider.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Display client's preferred name throughout TheraNest

I'd like for all account information to show the client's preferred name, unless it has to do with billing. It's quite difficult to respect a trans client's preferred name when their non-preferred or "dead name" is constantly being flashed in fron...
Guest over 4 years ago in Clients & Groups 9 Future consideration

Customize client details page

Allow me to add and remove fields to the client's details and additional details so that I can track additional information outside of what TheraNest provides.
Guest almost 11 years ago in Clients & Groups 11 Future consideration

Add mailing address to contact network

Allow me to add a mailing address to a contact in a client's contact network.
Guest 6 months ago in Clients & Groups 0 Future consideration

Specify time zone for clients

Allow me to set the time zone for each client and have appointment reminders and portal scheduling display the client's time zone.
Guest over 1 year ago in Clients & Groups 3 Future consideration

Allow prospective clients portal access

Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.
Guest almost 3 years ago in Clients & Groups 9 Future consideration