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TheraNest Client Portal

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13 results found

  1. Allow clients to see if they have a credit on the client portal

    If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.

    1 vote

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  2. Allow clients to pay against balance rather than service lines

    Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.

    3 votes

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  3. Require payment before scheduling on the client portal

    Allow me to require my clients to make a payment before they can proceed with scheduling an appointment on the client portal.

    4 votes

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  4. Notify clients to update credit cards

    Allow me to send a notification to clients having them update their credit card information on the client portal.

    4 votes

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  5. 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.

    60 votes

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  6. Prompt portal users to enter insurance information

    Allow me to alert clients that have just been invited to the client portal to enter their insurance information.

    2 votes

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  7. Allow saved credit cards from contacts to show in TheraNest

    If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.

    4 votes

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  8. 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.

    30 votes

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  9. 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.

    8 votes

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  10. Remove Insurance Virtual Credit Card Payments from Client's Portal

    Please removed the Virtual Insurance Credit Cards from the Client's Portal Payment History. It is confusing clients thinking their cards are being charged a large amount.

    1 vote

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  11. 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.

    4 votes

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  12. 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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  13. Remind clients through Client Portal when invoices have not been paid

    Allow me to remind clients through the client portal after so many days if an invoice hasn't been paid.

    27 votes

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