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.
87 results found
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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 -
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 -
Autosave portal forms
Autosave portal forms that clients are filling out. We've had clients not click the "save" button and lose all the information they entered, particularly with longer forms.
16 votes -
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".
7 votes -
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 -
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 -
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 -
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 -
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.
2 votes -
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.
9 votes -
Make demographic fields on client portal required
Allow me to make certain demographic fields that appear on the client portal required.
111 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 -
Client Notes on Customize Grid
If you could please add "client notes" as an option for "customize grid" on the "Clients" tab it would be greatly appreciated. This would streamline many of our processes and save a lot of time for our practice. Thank you.
1 vote -
Allow clients to sign progress notes from Client Portal
Allow clients to review and sign progress notes from the Client Portal.
33 votes -
Update name fields on client portal to "Preferred"
Currently, when clients sign up for the portal, they are prompted to enter their first and last name. In order to make the portal (and therefore my clinical care) affirming of transgender clients, the portal should instead specifically ask for clients' "preferred first and last name."
If a clinician also wants to know the client's legal name, they can ask for it on one of the customizable forms in the portal.
7 votes -
Filter out insurance payments - Payment history
The ability to filter out insurance payments on the clients payment history.
3 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
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