TheraNest changelog
TheraNest changelog
help.theranest.com

New Prospective Client List

 

New

 

 

You can now add prospective clients to a list and easily activate them when a spot opens up at your organization! Learn more about this exciting new feature here.

North Carolina Health Information Exchange (HIE)

 

New

 

 

We’ve connected to North Carolina’s Health Information Exchange, NC HealthConnex, for easy transmission of a client’s clinical and demographic data. Head to your organization's Profile page to connect.

Accessibility Improvements to Shared Forms

 

Improvement

 

 

When using a screen reader in the client’s General Documents, the Status filter options under Shared Forms will now be read as expected.

Canceled Appointments and Service Type Filters

 

Fix

 

 

Corrected an issue that caused some canceled appointments to be changed to upcoming after applying service type filters and refreshing the page.

Agenda Tooltip for Canceled Appointments

 

Improvement

 

 

If a client has received either a phone or SMS reminder for an upcoming appointment and cancels that appointment through the client portal, the tooltip on the agenda will now display that the client canceled through the client portal.

Subscription Payments Using ACH

 

New

 

 

You can now use your banking information to pay for your TheraNest subscription! To make things better, we’ve committed to making charitable donations on behalf of each customer that connects their bank account to their TheraNest subscription. The charity drive will benefit The Jed Foundation, The Brain Research Foundation, and the National Alliance for Mental Illness (NAMI). Click here to learn more about how to connect your bank account.

Credit Card Failures

 

Improvement

 

 

A credit card will be blocked for 24 hours if three failed attempts happen within 10 minutes.

My Rewards Removed

 

Improvement

 

 

My Rewards had been removed from staff profiles since the referral discount is no longer applicable due to compliance laws.

Updated Help Article Link

 

Fix

 

 

The link for the payroll report will now take you to the appropriate help article in our new knowledge base. Previously, the link routed you to our old knowledge base.

Annual Plan Renewal Discount

 

Improvement

 

 

We’ve updated the annual renewal email to note the updated discount for annual subscribers, which is equivalent to one month free at the standard monthly billing rate.