All ideas

Allow me to add multiple client signatures to clinical notes. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.

Add a setting to require clients to add Insurance Information when creating Client Portal account and a prompt to add Insurance information for those who have previously created Client Portal accounts.

Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.

Allow me to use AI to complete my treatment plans.

Allow me to see any client birthdays on my TheraNest calendar.

It would be great if the section for inputting insurance policy info had a spot for a term/renewal date that also sent a notification to a specific staff member.

When writing a progress note, and I realize a diagnosis is missing, it would be nice if clicking 'Add Diagnosis' opened a popup window, so I can add the diagnosis without being taken out of the note.

Allow me to use AI to complete my initial assessments.

As a organization with a large number of groups we write up to 50 group notes a week. Allow me to improve my group notes with AI.

Improve the workflow to create a group note for the group and progress notes for each client in the group. Right now it takes too much time to complete the notes and I have to jump to different areas.