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TheraNest Client Portal

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  1. Allow clients to review and sign treatment plans from Client Portal

    If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.

    151 votes

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    57 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow clients to upload files to the Client Portal

    Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.

    110 votes

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    17 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  3. Make demographic fields on client portal required

    Allow me to make certain demographic fields that appear on the client portal required.

    99 votes

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    29 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have client portal availability separate from calendar availability

    I would like to able to set my "availability" calendar preferences in the client portal separately from the availability in the calendar I use for myself. In other words, if I mark that I am only available on Wednesdays and Thursdays, clients can only schedule themselves then, but then if I want to make an exception and see a client outside of that, say, on a Monday, I cannot add it to my own calendar. I would like to have more freedom in scheduling myself than what I give to my clients.

    69 votes

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    27 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  5. Block client requested appointment time in calendar until confirmed/declined

    Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time.

    61 votes

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    14 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  6. Send reminder to clients if intake documents have not been completed

    It would be wonderful in TheraNest could establish automated reminders 3 days, 24hrs, in advance of initial intake appointment if intake paperwork remains outstanding and needs to be completed prior to the appointment time. This would allow for more time on behalf of the therapist to eliminate having to send reminder emails.

    57 votes

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    4 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to sign each intake form separately in Client Portal

    Some of my intake forms are optional for the client to agree to or not. With the current system, they can only sign and agree to all forms.

    54 votes

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    22 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. Require credit card on file to schedule an appointment from the Client Portal

    Require the client to input a credit card number when scheduling online for the first time.

    53 votes

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    9 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  9. Keep appointments in "Upcoming" until end of session

    It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.

    51 votes

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    26 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow clients to select from a list of available appointment times rather than selecting from the calendar

    I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes it difficult for clients to know the therapists hours when scheduling. For example, they may click on 2:00-3:00 when on that day the therapist needs that appointment to be 2:30-3:30. This would mean having to call each client and tell them the actual appointment time therefore making the convenience of the self scheduling inconvenient.

    45 votes

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    21 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automatically change Time Zones for clients when creating appointment

    With the advent of the telehealth feature, it is going to be even more important to be able to have the calendar adjust for the clients time zone. I provide telehealth in CA, FL,MI and TX (all states in which I am licensed) as well as military service members across the globe. It is very confusing for clients when the calendar is not in their own time zone.

    42 votes

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    10 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  12. Set fields on intake forms to auto-populate fields in TheraNest

    When I signed up, I created my own intake form. Because it did not include the diagnosis that populates the claim forms, I had to fill out your form as well and ended up not using my custom form, even though I preferred it. Is there a way to add that feature to the custom forms or to be able to modify the existing intake to make it more appropriate for our setting?

    41 votes

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    10 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  13. Track sent, pending, accepted client portal invitations

    I have sent Therabook invitations to several clients at one time, but then maybe one or two don't always sign in to the portal in a timely manner. A week or two passes, and then I can't remember who I have sent invitations to and who I maybe overlooked. It would be helpful to track how long it's been since the invitation was sent and to be able to send reminder emails for them to log in and complete the forms/intake.

    30 votes

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    8 comments  ·  Invitations  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add setting when staff member is not accepting new clients

    It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. This has the effect of misleading loosing potential clients.
    If this feature were added, clients could be notified by Therabook that the counselor is not accepting new clients at this time. This would be kinder treatment of new clients.

    25 votes

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    4 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create a TheraNest client portal app for clients

    I'd love to see the TheraNest app become usable for the clients, where they could open the app and send a message to us, quickly, rather than having to go to the web site to do so.

    24 votes

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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Incorporate outcome tracking in client portal

    It would be great if you had space for multiple form entries through the client portal -- to track weekly outcomes, or outcomes by each visit.

    23 votes

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    10 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  17. Client notes, assessments, documents available through the portal

    I would love it if the tools we use for ongoing care, Release of Information, Minor Consent to Treat, the PCL 5 for trauma, the PHQ9 , the Beck Depression inventory could be available to complete electronically through the portal.

    22 votes

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    7 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. Don't allow certain fields to be updated in the client portal

    Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.

    21 votes

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    12 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow clients to sign progress notes from Client Portal

    Allow clients to review and sign progress notes from the Client Portal.

    20 votes

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    1 comment  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add "Send Client Portal Invite" option when adding a new client

    At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default that to yes or no – though I would imagine if we use the portal the most logical default would be to have that checked yes and we could uncheck if we needed.

    18 votes

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    2 comments  ·  Invitations  ·  Flag idea as inappropriate…  ·  Admin →
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