Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  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.

    149 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    54 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.

    109 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    29 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

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

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automatically send intake forms when a new client is created

    Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow clients to journal in client portal

    Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  8. Update name fields on client portal to "Preferred"

    Currently, when clients sign up for the portal, they are prompted to enter their first and last name. In order to make the portal (and therefore my clinical care) affirming of transgender clients, the portal should instead specifically ask for clients' "preferred first and last name."

    If a clinician also wants to know the client's legal name, they can ask for it on one of the customizable forms in the portal.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  9. Make the state selection a drop-down menu

    When clients fill out their demographic and insurance information on the client portal it would be nice if the state was a drop down menu. Clients frequently spell out the state so then that gets flagged as an error when I submit to insurance and it just takes up time to go correct it in both of those places.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  10. Filter out insurance payments - Payment history

    The ability to filter out insurance payments on the clients payment history.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  11. Change state field to drop-down on client portal

    When clients enter their address in the demographics fields on the client portal, have the state field be a drop-down field. When they type out their full state name it causes issues with claims.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base