TheraNest Ideas Portal
ADD A NEW IDEA

All ideas

Showing 424

Customized grid for archived clients

Allow me to customize the grid for archived clients and view "only" the information in the grid.
Guest about 2 years ago in Clients & Groups 2 Completed

Use color to indicate positive (green) or negative (red) balances in Client List

No description provided
Guest over 4 years ago in Clients & Groups 2 Completed

Add sexual orientation to client details

I am thrilled to see more options added to gender (I've checked out many programs that do not have this) but I work in a queer mental health agency and sexual orientation is also a necessary demographic.
Guest over 9 years ago in Clients & Groups 6 Completed

Import client insurance information

I have to enter all current insurance information to every client and I am wondering if there is an easier way than manual entry
CMHC Admin over 6 years ago in Clients & Groups 0 Completed

Record additional payment methods from insurance companies

We have insurance companies who pay us with a virtual credit card however I am not able to enter a credit card under the new "Insurance Payment" classification. Please add new payment type for insurance credit cards.
Guest over 8 years ago in Billing & Payments 17 Completed

Switch "save" and "delete" buttons in appointment dialog

When creating or editing an appointment, switch the locations of the "save" and "delete" buttons so the "save" button is on the right.
Guest over 3 years ago in Calendar & Scheduling 3 Completed

Add alert to client for cancellation penalties

Allow users to create custom pop-ups for client cancellations and reschedules, so that if a client gets online to cancel an appointment within the "penalty period" (such as 12 hours or 24 hours prior to the appointment), s/he will be warned/remind...
Guest over 4 years ago in Appointments & Scheduling 0 Completed

Separate permission for adding active clients

Make a separate permission for being able to add active/new clients because we don't want our students to be able to add clients.
Guest over 3 years ago in Clients & Groups 2 Completed

Allow Full Credit Information to be entered by client in Client Portal registration

Currently clients have the option of adding partial credit card information (no CVV) in the client portal when registering/completing intake paperwork. I'm hearing with Simple Practice, that client's can be required to enter full cc information (s...
Guest over 5 years ago in Clients & Groups 5 Completed

Screen sharing abilities in Telehealth sessions

I use Telehealth a lot to show clients visuals like worksheets I've saved on my computer or draw out graphs/CBT triangles etc. Zoom has a feature I love called white board that allows you to draw and type things and show clients as you draw them.
Guest over 6 years ago in Conducting Telehealth Sessions 0 Completed