TheraNest Ideas Portal
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Allow other staff to manage unconfirmed appointments

Currently, if a client requests an appointment online, an alert is only sent to the therapist. As an office manager, I would like to be able to see all pending appointments so I can make sure they are getting approved within 24 hours.
Guest over 5 years ago in Appointments & Scheduling 15 Future consideration

Share non-intake documents with clients on the client portal

Allow me to share other documents, outside of intake/custom forms, with clients on the client portal (e.g., session worksheets).
Guest over 5 years ago in Clients & Groups 6 Future consideration

Turn off notification options for supervisee/supervisor review

It is annoying to receive many notifications that my supervisees have completed a case note. I would like to be able to turn the notifications off.
Guest over 6 years ago in Messaging & Notifications 9 Future consideration

Add process notes page

It would be helpful to have a tab that is designated for process notes that can be labeled as separate from the rest of the medical record. These notes are more detailed by the therapist and are more protected under HIPAA.
Guest over 6 years ago in Notes & Cases 5 Future consideration

Include Insurance company phone number on Insurance tab

When working on billing kinks for the insurance company, it would be helpful to have the insurance phone number field present on the insurance/billing screen.
Guest over 9 years ago in Clients & Groups 2 Future consideration

Send confirmation to client if they confirm or cancel through a text reminder

If a client receives a text reminder and they confirm or cancel through the reminder, send them a confirmation that they have confirmed or canceled their appointment because sometimes they cancel and then show up to their appointment.
Guest about 2 years ago in Messaging & Notifications 6 Future consideration

Find appointment openings

Allow me a quick way to find open timeslots for appointments. When scheduling new patients it can be difficult to find the next available appointment time because of the number of providers we have.
Guest over 3 years ago in Calendar & Scheduling 6 Future consideration

Prevent a client from being double booked

Similar to staff not being able to be double booked, prevent a client from being double booked.
Guest over 4 years ago in Clients & Groups 5 Future consideration

Notify staff when intake forms/custom forms have been completed

The progress notes would alert the assign supervisor that the note is completed and awaiting their review. Being as though I have a PRP agency, we do not use the forms that you guys have therefore I had to create forms that fit our agency. I love ...
Guest over 8 years ago in Messaging & Notifications 5 Will not implement

Track business expenses in TheraNest

I'd like the ability to track my business expenses such as rent, office supplies, continuing education expenses, etc.
Guest over 6 years ago in Practice Management & Administration 4 Future consideration