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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Allow contact to still access secure messaging if archived
If a client is archived but the client is a contact of another client, allow them to still access secure messaging for their contacts.
2 votes -
Update icons on the Client Portal
Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
1 vote -
Allow new clients to search by specialty on the Client Portal
Update the Client Portal experience for new clients to search by a provider's specialty. New clients usually don't know which therapist to book with. They are looking for a therapist to address their specific need.
1 vote -
Allow clients to see if they have a credit on the client portal
If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.
1 vote -
Add second emergency contact to client portal
Allow my clients to add a second emergency contact when filling out their demographics on the client portal for when a client has divorced parents.
2 votes -
Allow phone keyboard settings to apply to secure messaging
If my phone's keyboard settings, such as auto-capitalization, auto-correct, spell check, are enabled then have that carryover to secure messaging when composing a message from my phone.
1 vote -
Allow me to select the Telehealth forum without subscribing to Telehealth
As a therapist, allow me to select the Telehealth forum when creating an availability block even though I don't subscribe to Telehealth so it's easier for my clients when requesting Telehealth appointments on the Client Portal.
6 votes -
Change "submit" to "request" when making appointments on the client portal
When a client schedules an appointment on the Client Portal, change the "Submit New Appointment" button to "Request New Appointment" to make it more clear the appointment is a request and needs to be confirmed by the provider.
1 vote -
Revoke secure messages
Allow me to revoke a secure message in case I accidentally sent it to the wrong client.
1 vote -
Show appointment as rescheduled if client rescheduled from portal
If a client reschedules an appointment from the client portal and I confirm the new appointment, show the status of the appointment as rescheduled similar to how it would show if I rescheduled it within the application.
1 vote -
Revoke client portal invitations
Allow me to revoke a client portal invitation in instances where it was sent in error.
4 votes -
Archive secure messages
Allow me to archive secure messages. I may want to keep them but don't want them in my inbox.
2 votes -
Automatically copy messages from secure messaging to a client's contact log
I want secure messages sent from a client copied to their contact log automatically.
3 votes -
Show intake forms individually on the client portal
If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.
4 votes -
Allow archived clients to access portal for contacts
If a client is also a contact of another client when the client is archived still allow them access to the client portal for the client they are a contact for.
3 votes -
Change verbiage on portal signup page if invitation was sent
If I've sent a parent an invite to the client portal, the signup page disables the name field but the instructions say to enter the minor's information, which is causing confusion for our parents.
2 votes -
Allow clients to pay against balance rather than service lines
Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
3 votes -
Prompt portal users to enter insurance information
Allow me to alert clients that have just been invited to the client portal to enter their insurance information.
2 votes -
Require payment before scheduling on the client portal
Allow me to require my clients to make a payment before they can proceed with scheduling an appointment on the client portal.
4 votes -
Notify clients to update credit cards
Allow me to send a notification to clients having them update their credit card information on the client portal.
4 votes
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