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TheraNest Client Portal

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  1. 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.

    22 votes

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    6 comments  ·  Billing & Payments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Set which staff member a client can schedule an appointment with on the portal

    When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.

    3 votes

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    1 comment  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    2 votes

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    2 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow clients to print statements from the client portal

    Allow my clients to download and print their statements from the client portal like they can with invoices and superbills.

    3 votes

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    0 comments  ·  Billing & Payments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Don't allow client portal account creation through login link

    If I send a client the link to login to the portal, it allows them to also sign up and create an account which causes duplicate accounts in our system. Don't allow account creation through the login link, allow account creation through the new invitation link.

    1 vote

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    1 comment  ·  Invitations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Don't allow portal users to view credit cards of other contacts

    If multiple people are added to a client's contact network, don't allow them to view each other's credit cards that are stored in the client portal.

    1 vote

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    0 comments  ·  Billing & Payments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    9 votes

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    4 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. Only allow client portal account creation through invitation

    Only allow my clients to create a client portal account if they've received an invitation from me. I don't want them signing up on their own.

    1 vote

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    1 comment  ·  Client Account Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. Set portal self-scheduling availability per client

    Allow me to set when certain clients can self-schedule on the client portal. For example, I may want one set of clients to only be able to schedule on certain days (e.g., MWF) or certain times of the month (e.g, first and third weeks of the month).

    3 votes

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    1 comment  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow clients access to invoices/superbills without credit card processing

    Allow my clients to view and print their invoices and superbills from the client portal without having to sign up for credit card processing through TheraNest.

    2 votes

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    0 comments  ·  Billing & Payments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Add credit card information in the portal that populates in TheraNest

    Allow clients to add their credit card information on the portal that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.

    5 votes

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    3 comments  ·  Billing & Payments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make it easier for clients to compose portal messages from phone

    Our clients are saying it's difficult to compose portal messages when using their mobile device. Make it easier for them to compose messages so we don't receive incomprehensible messages.

    3 votes

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    0 comments  ·  Messaging  ·  Flag idea as inappropriate…  ·  Admin →
  14. Change portal messaging for deactivated clients

    When we archive clients, even if it's only temporary, their client portal accounts are deactivated. The message that comes up when they try to access the portal makes our clients feel as though we've terminated services. Change the message that appears letting them know to contact us.

    2 votes

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    1 comment  ·  Client Account Management  ·  Flag idea as inappropriate…  ·  Admin →
  15. Fill out an intake form more than once

    If I send an intake form to a client through the portal, allow them to fill it out more than once. For example, we have some clients that need to complete multiple "releases".

    2 votes

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    0 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  16. Make demographic fields on client portal required

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

    100 votes

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    29 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow clients to reply to portal message from unassigned staff

    As an administrator, I sent a message to several clients but they were unable to reply because I was not assigned to the clients in TheraNest.

    2 votes

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    0 comments  ·  Messaging  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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

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    3 comments  ·  Client & Billing Details  ·  Flag idea as inappropriate…  ·  Admin →
  20. Request appointment location change through client portal

    Allow a client to request a change to their appointment location (e.g. from in-person to telehealth or vice versa) without having to cancel the appointment and request a whole new one.

    1 vote

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    1 comment  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
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