TheraNest Ideas Portal
ADD A NEW IDEA

All ideas

Showing 1967 of 1967

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

Customize options in payment methods drop-down

Allow me to customize what options appear in the payment methods drop-down when accepting a payment from a client's ledger. We accept other forms of payment like state vouchers, PayPal, grants, etc. so that we can report on these.
Guest over 8 years ago in Billing & Payments 20 Future consideration

Add date of service to credit card charges report

When viewing the credit card charges report (Therapy Brands Pay/Vantage) allow me to view the date of service the charge is related to.
Guest about 2 months ago in Billing & Payments 0 Future consideration

Add list of therapists to be displayed in contact log if relationship is set to therapist

When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa about 2 months ago in Notes & Cases 0 Future consideration

See upcoming appointments when working in the client's ledger

Allow me to see a client's upcoming appointments when working in their ledger, so I can see how active the client will be in the future when entering payments.
Jim Kennedy about 2 months ago in Billing & Payments 0 Future consideration

Alert for when a client has been closed for 7 years

Have a program that will keep track of the date that you "archive" a client as a close out-and you will be alerted when the file has been closed for 7 years-so you know when you are able to shred the paper documents. And then to also be able to fu...
Guest over 7 years ago in Messaging & Notifications 1 Future consideration

Automatically delete appointments for archived clients

When I archive a client, automatically delete all of their upcoming appointments.
Guest over 5 years ago in Calendar & Scheduling 3 Future consideration