TheraNest Ideas Portal
ADD A NEW IDEA

All ideas

Showing 1756

Generate task for treatment plan reviews

When a treatment plan is up for review have a task automatically generate in My Tasks.
Guest over 2 years ago in Practice Management & Administration 1 Future consideration

Allow therapists to set self-scheduling preferences

As a therapist, allow me to set whether clients can self-schedule with me on the client portal. I'm responsible for setting and creating my schedule, not the administrators at my practice.
Guest almost 5 years ago in Calendar & Scheduling 8 Future consideration

Highlighting text in notes

Add functionality that allows Users to highlight certain words with Notes for emphasis and as a reminder to discuss a point with a client.
Guest 6 months ago in Notes & Cases 0 Future consideration

Browser back button should retain date filter on the Agenda

When writing notes, I used to click my browser's back button to return to the Agenda to date I had filtered it to. Now, it always takes me back to today's date.
Guest 3 months ago in Notes & Cases 0 Future consideration

Click and drag to re-order default intake forms

Allow me to click and drag to re-order my default intake forms. It's hard to use the arrows.
Guest 6 months ago in Notes & Cases 0 Future consideration

Remove deactivated staff from practice chat

Remove all staff that have been deactivated from practice chat, otherwise, it's hard to find the person I'm looking for.
Guest almost 6 years ago in Messaging & Notifications 4 Future consideration

Report on credit card deposits

Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts. Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the de...
Guest over 6 years ago in Reporting 5 Future consideration

Show unapplied payments when accepting payment

When I'm accepting payment and applying it to an invoice, show me any unapplied payments so I don't accidentally overcharge the client.
Guest about 3 years ago in Billing & Payments 5 Future consideration

Change appointment time and service types in progress notes

There are times that I will have to go over the scheduled timeframe and need to bill a different code. I'd like to change this on the progress note and have it reflected back on the appointment, so our records are accurate.
Guest over 5 years ago in Notes & Cases 10 Future consideration

Custom appointment reminders based on service type

It would be very helpful to allow for custom reminders based on the type of service instead of just one generic reminder. For example, we offer individual therapy, but also have providers who conduct school observations or attend IEP meetings. It ...
Guest over 6 years ago in Messaging & Notifications 11 Future consideration