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.
28 results found
-
Disable Billing and Insurance on the Client Portal
It would be nice to be able to disable the Insurance & Billing link that the clients see when they are in the portal. I think it's confusing for my clients since I only take one insurance.
6 votes -
Add telephone number to demographics form
please add a box for client's mobile number on the demographic page of the portal. right now the client would need to update their profile - and most don't even know or see that option.
4 votes -
Client Portal Updates PLEASE
1) allow the therapist to set hours to only be seen on the portal but allow the therapist to override and make appointments outside the hours shown
2) allow the therapist to select which paperwork is sent to each client (meaning some forms only go to clients which are children, couples, individuals, and forms for different types of therapists (interns, etc) Allows for us to customize who gets what when it is needed. Maybe a checkbox list of them that the main ones are auto checked and we can choose others. Such as child information form, adult information form, couples…20 votes -
Add a check box in custom forms to allow adding it to the intake forms
I created a client checklist using custom forms. My thinking was that I would have clients fill it out online through the client portal. Then I discovered that there is a separate forms generator in the client portal and the two don't connect. The Idea(s):
1. add a radio button option that allows forms to be used in the client portal
2. use a single forms generator to allow users to 'import' forms in either direction i.e. either from either the custom forms files or the intake forms files.5 votes -
Print blank intake forms
Can you add a print button to the forms we create? I have a couple of clients who do not have email access and I do not want to retype everything in my intake forms.
8 votes -
Don't allow same day appointments on Therabook
Or hve a setting that therapists can allow this or not. We don't allow them in my practice because it doesn't give us time to prepare and get the initial information we need to set an appointment
3 votes -
Select which intake forms to send in client invitation
Add ability to select which intake forms will be sent to different clients when they are invited to the client portal.
86 votes -
Resend Intake Forms multiple times throughout treatment
We need to resend our long term clients the intake forms again more than 6 month in service. As we know, by law, clients have to sign or update the intake forms again after 6 month. Sometimes we add a new service next to our counseling sessions, so we would like to be able to send another contract or new forms to sign via our client portal.
116 votesWe have released a new feature to allow admin users to resend intake and client forms throughout treatment. From the client’s General Documents tab, you can share new forms and manage already-shared forms. New shared forms are accessible by your clients through the Client Portal (in the “Forms” menu option).
- Don't see your idea?