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TheraNest Client Portal

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10 results found

  1. 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

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  2. Filter out insurance payments - Payment history

    The ability to filter out insurance payments on the clients payment history.

    3 votes

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  3. 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

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  4. Allow clients to sign progress notes from Client Portal

    Allow clients to review and sign progress notes from the Client Portal.

    33 votes

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  5. Make demographic fields on client portal required

    Allow me to make certain demographic fields that appear on the client portal required.

    110 votes

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  6. Allow clients to fill out Additional Details in the Client Portal

    The additional details page gets overlooked a lot and as a result, isn't filled in. Allow clients to fill out this information on the client portal.

    5 votes

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  7. Automatically send intake forms when a new client is created

    Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms

    9 votes

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  8. Allow clients to upload files to the Client Portal

    Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.

    178 votes

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  9. Allow clients to review and sign treatment plans from the client portal

    If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.

    203 votes

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  10. 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

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