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
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Remove pronouns from "reply" button on client portal when provider is unassigned
When a provider is unassigned from a client and the client attempts to reply, a message appears that refers to the provider as "he". Please remove the pronoun because it can be confusing for our clients if they are seeing a female provider.
1 vote -
Change state field to drop-down on client portal
When clients enter their address in the demographics fields on the client portal, have the state field be a drop-down field. When they type out their full state name it causes issues with claims.
5 votesIf your organization’s country is listed as US, Mexico, or Canada, then state fields within the application or the client portal have been updated to a dropdown containing 2-letter abbreviations to reduce errors when mapping to claims. If your organization’s country is listed as something else, the free-text field remains.
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Change portal messaging for deactivated clients
When we archive clients, even if it's only temporary, their client portal accounts are deactivated. The message that comes up when they try to access the portal makes our clients feel as though we've terminated services. Change the message that appears letting them know to contact us.
7 votesThe messaging has been updated if an archived client tries to log into the Client Portal. The message will now display as: "Please contact {Your Organization Name} to reconnect to the client portal."
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Allow non-admin staff members to send/resend forms through the client portal
I would like therapists who do not have administration privileges to be able to send releases of information to their clients via the portal. Right now only those with admin privileges can send the release of information.
75 votesWe’re excited to let you know this suggestion has been implemented! Today we released an update that expands staff permissions so that non-admin staff members can send send and resend forms through the client portal to their clients. Staff members with adequate permissions will have the ability to send forms from the General Documents page under the client’s profile. Organization administrators can control which staff members have the ability to send forms by editing their staff members’ permissions.
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Add filter option for "All" in Client Portal appointments list
In TheraNest, appointments automatically switch from "upcoming" to "kept" when the scheduled start time passes. This causes a problem in the client portal because clients try to find their appointment for the current day and if they are a minute past their scheduled start time, it's no longer on the main appointments page. There needs to be a filter for "All" appointments and have that be the default filter option.
3 votes -
Add LGBTQ+ fields to demographics in client portal profile
Add LGBTQ+ fields to demographics in client portal profile
16 votesWe’re excited to let you know that this feature request has been completed! Clients now have the ability to add and/or update the demographic fields for Gender Identity, Preferred Pronouns and Sexual Orientation right within their client portal account
If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com..
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Allow non-admin staff members to invite clients to client portal
Grant ability to invite client to client portal to non-admin users. Clients can only be invited from the client portal settings page, which is located under the Organization tab. As a result, only admins can invite new clients to the portal.
225 votesWe’re excited to let you know this suggestion has been implemented! Today we released an update that expands staff permissions so that non-admin staff members can send client portal invitations to their clients. Staff members with adequate permissions will have the ability to send invitations from the Client Details page. Organization administrators can control which staff members have the ability to send invitations by editing their staff members’ permissions. To learn more about this release, you can visit our TheraNest Knowledge Base. https://help.theranest.com/en/articles/4540115-allow-staff-to-invite-clients-to-the-client-portal
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Automatically change Time Zones for clients when creating appointment
With the advent of the telehealth feature, it is going to be even more important to be able to have the calendar adjust for the clients time zone. I provide telehealth in CA, FL,MI and TX (all states in which I am licensed) as well as military service members across the globe. It is very confusing for clients when the calendar is not in their own time zone.
51 votesAppointment times shown in the Client Portal, the client's Appointments list, and the Clients list now has the location time zone appended.
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Change signature language in Client Portal to include and/or minor.
We've had some facilities voice their concerns about whose names appear under the "Client Signature" sections. Normally, this isn't a problem when a client--who is over 18--signs it as their name corresponds with the signature. However, when the client is a minor, their parent/guardian signs the form but the name that appears with the signature is the name of the minor.
4 votesWe’re excited to let you know this suggestion has been implemented! The client signature pages in TheraNest and in the Client Portal now include language clarifying that if a client is a minor, their parent/guardian can sign forms on their behalf.
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Family account for Client Portal
Allow an individual to access multiple accounts under one client portal. I work with families and the parent should be able to access statements and appointment information for all members of their household by logging into one client portal account.
340 votesWith the client’s contact network, one parent or guardian can have access to additional accounts under one login. Check out our release notes for more information!
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Add link to client portal in email sent when appointment request is declined
within the declined appointment email to clients, put a button there that sends them right back to the portal login so they can try again.
Make that easier.
(I work with ADHD clients, we got to make it as easy and as few steps as possible)2 votesWe’ve released an improvement to emails sent to clients when an appointment request has been declined. This email now includes a button that directs to the Client Portal login screen.
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Additional Instructions on steps to create an appointment from the Client Portal
Have instructions in the client portal (particularly for new clients attempting to schedule their first appointment) instructing them to double click in an open (white) slot on the calendar to schedule. Include text that lets clients know that unavailable times are greyed out on the calendar below.
2 votesAdditional instructions have been added to Step 4 for requesting an appointment in the client portal. This information clarifies what times are unavailable and how to click or drag in any available space to request an appointment.
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Add information clarifying what data to enter for client portal sign up
Add information clarifying what data to enter for client portal sign up. Parents/guardians are entering their information instead of their child's name in the sign up fields.
1 voteWe have released an update today adding information that clarifies what information to enter when creating a client portal account.
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Have client portal availability separate from calendar availability
I would like to able to set my "availability" calendar preferences in the client portal separately from the availability in the calendar I use for myself. In other words, if I mark that I am only available on Wednesdays and Thursdays, clients can only schedule themselves then, but then if I want to make an exception and see a client outside of that, say, on a Monday, I cannot add it to my own calendar. I would like to have more freedom in scheduling myself than what I give to my clients.
80 votesOur new Advanced Availability feature is currently in Beta! This feature allows you to create availability blocks on the calendar to specify the services you are available for scheduling at specific times and locations. You can also allow clients to request appointments on the Client Portal during your available blocks.
Click the following link to learn more: https://theranest.zendesk.com/hc/en-us/articles/17406970275860-Advanced-Availability-FAQ-TheraNest-
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Add numerical pagination to client portal invite list
not sure this is really reporting more organization>client portal>settings - the way clients are displayed her in the list view is not consistent with other pages, it would be helpful to list out the pages 1, 2, 3, etc like other pages (ie: clients)
1 voteThe grid under the “Manage Clients” section of the Client Portal Settings page now includes pagination for easier navigation.
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Send invoices, superbills, statements through Client Portal
Allow me to sent a client's superbills, statements, and invoices to the client portal where they can view and print them. Sending them through the portal would save me paper and ensure confidentiality.
109 votesClients can now download and print invoices and superbills from the client portal! Check out our release notes for more information.
This release does not include statements. If you’d like your clients to also print statements from the client portal, please vote for this idea on our feedback forum: https://theranest.uservoice.com/forums/914047-theranest-client-portal/suggestions/44273907-allow-clients-to-print-statements-from-the-client
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Ability to sign each intake form separately in Client Portal
If I send a packet of forms to a client, have their signature appear at the end of every form rather than at the end of the last form in the packet.
60 votesIf multiple forms are sent to a client to the client portal, the client’s signature will now be displayed at the end of each individual form. Previously, their signature was only included at the end of the last form in the entire packet.
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4 votes
We recently released a feature that allows each client to receive custom selections of intake forms when invited to the client portal, as well as a second feature to allow re-sending forms throughout treatment.
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Clients ability to Sign Documents
It woudl be so helpful if clients could sign forms in theranest portal
1 vote -
Customize client portal invitation message
The welcome message of Therabook needs to be editable such that the practice welcomes the patient. Currently, the therapist welcomes the patient, which is less professional. The welcome message reads, "Jane do invites you..." I would like it to read "ABC Counseling invites you..."
Additionally, the patients are the patients of the practice, not the therapist. If the therapist left the practice, we would try to retain the patient.
23 votes
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