Clients & Groups

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Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form

Add the Edinburgh Perinatal/Postnatal Depression Scale (EPDS) as an intake form so I don't have to recreate it in TheraNest.

Guest over 1 year ago in Clients & Groups 2 Future consideration

18 VOTE

Store received intake forms individually instead of bundled as one PDF

When I receive back completed intake forms from a client, have each form stored individually rather than bundled as one PDF.

Guest almost 6 years ago in Clients & Groups 12 Future consideration

3 VOTE

Contact client directly from my mobile device

If I'm using my mobile device to access TheraNest, have the relevant app pull up if I click the client's email address or phone number so I can contact them without having to copy and paste their information.

Guest about 1 year ago in Clients & Groups 1 Future consideration

10 VOTE

Display insured ID # in left sidebar when viewing client details

When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.

Guest over 3 years ago in Clients & Groups 3 Future consideration

11 VOTE

Include Group Notes to Supervisory review

Supervisors to receive notifications to review and co-sign the group notes under the "Group Note and Attendance" tab in the same way the individual progress notes in the "Progress Notes" tab do.

Guest over 3 years ago in Clients & Groups 5 Future consideration

8 VOTE

Prevent staff from viewing a specific client

Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from view...

Guest over 2 years ago in Clients & Groups 2 Future consideration

10 VOTE

Add a place for staff notes in the client's chart

When viewing a client's chart/information, allow me a place to write notes so that I can communicate with my staff about important information related to the client.

Guest over 3 years ago in Clients & Groups 1 Future consideration

8 VOTE

Pop-up alerts when accessing a client's details

Allow me to create alerts that pop-up when anyone navigates to the client's details.

Guest almost 3 years ago in Clients & Groups 2 Future consideration

12 VOTE

Instant or Live Chat with Clients

I do believe that adding live-real time chat to the platform is beneficial. I have had many of my teens ask for this feature. I tried to vote on the other comments; however, I am not able to. The text message works; however, you will have to refre...

Guest about 4 years ago in Clients & Groups 3 Future consideration

5 VOTE

Add copay to clients list

When viewing the Clients list, allow me to customize the grid to view the client's copay.

Guest almost 2 years ago in Clients & Groups 2 Future consideration

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