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.
94 results found
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Send reminder to clients if intake documents have not been completed
Allow me to send a reminder to my clients to complete intake forms that have been sent to them via the client portal.
98 votes -
Allow archived client's to access client portal
Allow archived clients to access the client portal so they can continue to make payments or request new appointments if needed.
11 votes -
Create a TheraNest client portal app for clients
I'd love to see the TheraNest app become usable for the clients, where they could open the app and send a message to us, quickly, rather than having to go to the web site to do so.
29 votes -
Don't allow certain fields to be updated in the client portal
Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
26 votes -
Allow clients to select from a list of available appointment times rather than selecting from the calendar
I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes it difficult for clients to know the therapists hours when scheduling. For example, they may click on 2:00-3:00 when on that day the therapist needs that appointment to be 2:30-3:30. This would mean having to call each client and tell them the actual appointment time therefore making the convenience of the self scheduling inconvenient.
61 votes -
Allow couples to schedule group appointments through the client portal
Allow a couple or family to schedule a group appointment on the client portal.
8 votes -
Add setting when staff member is not accepting new clients
It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. This has the effect of misleading loosing potential clients.
If this feature were added, clients could be notified by Therabook that the counselor is not accepting new clients at this time. This would be kinder treatment of new clients.27 votes -
Track sent, pending, accepted client portal invitations
I have sent Therabook invitations to several clients at one time, but then maybe one or two don't always sign in to the portal in a timely manner. A week or two passes, and then I can't remember who I have sent invitations to and who I maybe overlooked. It would be helpful to track how long it's been since the invitation was sent and to be able to send reminder emails for them to log in and complete the forms/intake.
33 votes -
Notify clients of new and past due invoices
Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
30 votes -
Display organization logo in client portal
I would like to have my Logo show in the client portal so it looks more customized to my business.
10 votes -
Have fields on intake forms copy to fields in TheraNest
If I send a client an intake form and there are fields included that match fields in TheraNest (e.g., in the client's details), then when the client fills out the form have those same fields update in TheraNest so I don't have to copy the information over.
63 votes -
Incorporate outcome tracking in client portal
It would be great if you had space for multiple form entries through the client portal -- to track weekly outcomes, or outcomes by each visit.
30 votes -
Require credit card on file on the Client Portal
Require the client to input a credit card number on the client portal before they can schedule or submit intake paperwork.
66 votes -
Separate canceling and rescheduling settings for the client portal
Right now the client's ability to cancel or reschedule an appointment through the client portal is one setting. Make these separate so we can allow clients to cancel but not reschedule, or vice versa.
13 votes
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