TheraNest Client Portal
We love to hear TheraNest feature requests from you! Use the field below to search for existing ideas. Vote on ideas you like or agree with. If you have a new idea that hasn’t been submitted by anyone else, submit it. If you have many ideas, submit them separately.
94 results found
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Allow multiple client signatures on intake forms
Allow me to add multiple client signatures to intake forms. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
274 votes -
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.
206 votes -
Allow clients to review and sign treatment plans from the 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.
206 votes -
Make demographic fields on client portal required
Allow me to make certain demographic fields that appear on the client portal required.
112 votes -
Send reminder to clients if intake documents have not been completed
Allow me to send a reminder to my clients to complete intake forms that have been sent to them via the client portal.
98 votes -
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.
88 votes -
Require credit card on file on the Client Portal
Require the client to input a credit card number on the client portal before they can schedule or submit intake paperwork.
66 votes -
Have fields on intake forms copy to fields in TheraNest
If I send a client an intake form and there are fields included that match fields in TheraNest (e.g., in the client's details), then when the client fills out the form have those same fields update in TheraNest so I don't have to copy the information over.
63 votes -
Print paid invoices and superbills from the client portal
Allow clients to print and download paid invoices and superbills, or invoices and superbills with no balance, from the client portal.
61 votes -
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.
61 votes -
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.
56 votes -
Select which individuals in contact network get intake forms (Family Accounts)
Within a client's contact network, allow me to select who gets access to which forms. In the case of divorced parents, sometimes mom doesn't want to see what dad fills out and vice versa. Or in the case of guardians, the guardian may need to fill out an intake form but shouldn't have access to the client's therapeutic documents unless given consent by the client. I also need to see which forms were sent to which contact, and what the status of those forms are.
53 votes -
Allow clients to sign progress notes from Client Portal
Allow clients to review and sign progress notes from the Client Portal.
33 votes -
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.
33 votes -
Add credit card information in the portal that populates in TheraNest
Allow clients to add their credit card information on the portal (without having to make a payment) that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.
32 votes -
Notify clients of new and past due invoices
Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
30 votes -
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.
30 votes -
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.
29 votes -
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.
29 votes -
Allow other staff to view, approve or decline pending client portal appointment requets
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.
27 votes
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