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TheraNest Client Portal

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  1. 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 →
  2. 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 →
  3. Have all first appointments scheduled automatically receive an introductory email to join the client portal and complete intake paperwork.

    Versus us having to send the email to join. It would be fantastic to have the option to turn on an automatic introductory email so every time someone is a new client scheduling a first appointment they receive the invitation to join the portal.

    15 votes

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    0 comments  ·  Invitations  ·  Flag idea as inappropriate…  ·  Admin →
  4. Customize client portal invite message

    Allow me to customize the default client portal invitation message outside the invitation process so I don't have to change it every time I invite someone to the portal.

    3 votes

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    2 comments  ·  Invitations  ·  Flag idea as inappropriate…  ·  Admin →
  5. Customize message when clients sign up for client portal via New Invitation Link

    When I send the New Invitation Link to a client allow me to customize the message that appears above the signup box.

    1 vote

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    1 comment  ·  Invitations  ·  Flag idea as inappropriate…  ·  Admin →
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