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TheraNest Client Portal

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9 results found

  1. Automatically copy messages from secure messaging to a client's contact log

    I want secure messages sent from a client copied to their contact log automatically.

    3 votes

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    4 comments  ·  Messaging  ·  Admin →
  2. Archive secure messages

    Allow me to archive secure messages. I may want to keep them but don't want them in my inbox.

    2 votes

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    3 comments  ·  Messaging  ·  Admin →
  3. Allow phone keyboard settings to apply to secure messaging

    If my phone's keyboard settings, such as auto-capitalization, auto-correct, spell check, are enabled then have that carryover to secure messaging when composing a message from my phone.

    1 vote

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    1 comment  ·  Messaging  ·  Admin →
  4. Revoke secure messages

    Allow me to revoke a secure message in case I accidentally sent it to the wrong client.

    1 vote

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    0 comments  ·  Messaging  ·  Admin →
  5. Reword undo appointment confirmation email

    When a client requests an appointment online and I accidentally accept or decline it and then undo it, the "undo" email is confusing because clients don't realize the appointment is still unconfirmed and they need to wait for a follow-up.

    1 vote

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    1 comment  ·  Messaging  ·  Admin →
  6. Allow new clients to message staff

    If a client signs up via the client portal but a staff member hasn't been assigned to them yet, allow them to still message someone in the office in case they have any questions.

    1 vote

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    1 comment  ·  Messaging  ·  Admin →
  7. Display announcement to all clients on portal

    Allow me to send an announcement or reminder to all clients that they will easily see when they login to the portal.

    4 votes

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    2 comments  ·  Messaging  ·  Admin →
  8. 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.

    8 votes

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    0 comments  ·  Messaging  ·  Admin →
  9. 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.

    5 votes

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    0 comments  ·  Messaging  ·  Admin →
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