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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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 -
Remind clients through Client Portal when invoices have not been paid
Allow me to remind clients through the client portal after so many days if an invoice hasn't been paid.
28 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.
64 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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