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.
26 results found
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Allow me to select the Telehealth forum without subscribing to Telehealth
As a therapist, allow me to select the Telehealth forum when creating an availability block even though I don't subscribe to Telehealth so it's easier for my clients when requesting Telehealth appointments on the Client Portal.
6 votes -
Allow new clients to search by specialty on the Client Portal
Update the Client Portal experience for new clients to search by a provider's specialty. New clients usually don't know which therapist to book with. They are looking for a therapist to address their specific need.
1 vote -
Change "submit" to "request" when making appointments on the client portal
When a client schedules an appointment on the Client Portal, change the "Submit New Appointment" button to "Request New Appointment" to make it more clear the appointment is a request and needs to be confirmed by the provider.
1 vote -
Show appointment as rescheduled if client rescheduled from portal
If a client reschedules an appointment from the client portal and I confirm the new appointment, show the status of the appointment as rescheduled similar to how it would show if I rescheduled it within the application.
1 vote -
Set how far out clients can book appointments on the portal
Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
15 votes -
Automatically approve client appointment requests
If a client requests an appointment through the client portal for a future date then have those appointments automatically approved and added to my calendar.
2 votes -
Make it easier for clients to submit appointment requests on the portal
Make it easier for our clients to submit appointment requests on the portal. Once they fill in the appointment information they think they are done and forget to click the "Submit" button.
1 vote -
Book with more than one provider on the client portal
Allow clients to request an appointment with more than one provider when requesting an appointment on the client portal for clients that participate in co-therapy.
1 vote -
24 hour cancellation setting shouldn't include weekends
If I have the setting enabled that allows clients to cancel within 24 hours, that shouldn't include the weekend.
1 vote -
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.
9 votes -
Show canceled and no-show appointments in the client portal
Allow clients to see appointments that were canceled or marked as a no-show in the client portal so when they get an invoice with a cancellation or no-show fee they can reference the appointment.
1 vote -
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).
7 votes -
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.
3 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 -
Make Clients Complete forms before scheduling appointments
A suggestion for the design team…I mean this in a helpful way...it would be so nice to be able to use the “new appointment” link as an initial connect with prospective clients then have them be able to go back in (once they’ve signed up for my services) and complete the portal/forms. I tried a practice run of this process but they cannot see the forms once I invite them into the portal.
It’s just easier for them to see the appointment scheduler right away rather than having to sign into the portal first and then find the appointments section.…
5 votes -
Add alert to client for cancellation penalties
Allow users to create custom pop-ups for client cancellations and reschedules, so that if a client gets online to cancel an appointment within the "penalty period" (such as 12 hours or 24 hours prior to the appointment), s/he will be warned/reminded that this will result in a cancellation fee.
8 votes -
Allow clients to schedule recurring appointments through the Client Portal
Many of my clients want to schedule weekly sessions and it is a hassle for them to need to click through EVERY week and make an appointment for the same time. I could see this losing potential clients for therapists and then causing those therapists to move from theranest because of the problems.
4 votes -
Manage reminders through client portal
Through the client portal, allow clients to set which reminders they want to receive.
2 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.
26 votes -
Customize portal appointment confirmation emails
When a client schedules an appointment through the client portal and I confirm it, allow me to customize the email message that is sent when their appointment is confirmed.
1 vote
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