TheraNest Ideas Portal
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Remove numbers from titles on intake forms

Remove the numbers that precede the titles when viewing an intake form.
Guest over 3 years ago in Clients & Groups 5 Future consideration

Add non-CPT service types to non-client events

Allow me to create events on my calendar and attach non-CPT service types to the event.
Guest about 3 years ago in Calendar & Scheduling 4 Future consideration

Show appointment statuses in synced calendars

When viewing my appointments on my synced calendar, show the appointment status (e.g., canceled, late canceled, etc.).
Guest about 5 years ago in Calendar & Scheduling 7 Future consideration

Display filters on exported reports

When I run a report and export it, show the date filter and any other filters I've applied at the top of the report so I can clearly understand the data I'm reviewing.
Guest about 4 years ago in Reporting 12 Future consideration

Add ability to merge duplicate cases

If a second case has been opened for a client it would be nice to be able to merge it with the old case.
Guest over 7 years ago in Notes & Cases 6 Future consideration

Allow me to select the Telehealth forum without subscribing to Telehealth when creating availability

As a therapist, allow me to select the Telehealth forum when creating an availability block even though I don't subscribe to Telehealth so it's easier for my clients when requesting Telehealth appointments on the Client Portal.
Guest about 1 year ago in Appointments & Scheduling 6 Future consideration

Upload PDFs as Dynamic/Intake forms

Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.
Guest over 1 year ago in Practice Management & Administration 6 Future consideration

Have fields on intake forms copy to fields in TheraNest

If I send a client an intake form and there are fields included that match fields in TheraNest (e.g., in the client's details), then when the client fills out the form have those same fields update in TheraNest so I don't have to copy the informat...
Guest about 8 years ago in Intake Forms 15 Future consideration

Bulk export clinical documentation for multiple clients

Allow me to print/download clinical notes for multiple clients across multiple cases at once instead of having to go into each client separately.
Guest almost 10 years ago in Notes & Cases 10 Future consideration

Send forms to multiple clients

Allow me to send forms to multiple clients at once instead of having to go to each client profile separately.
Guest about 5 years ago in Clients & Groups 11 Future consideration