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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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.
4 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.
3 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.
5 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.
6 votes -
Make it easier for clients to submit appointment requests on the portal
Make it easier for our clients to submit appointment requests on the portal. Once they fill in the appointment information they think they are done and forget to click the "Submit" button.
1 vote -
Reword undo appointment confirmation email
When a client requests an appointment online and I accidentally accept or decline it and then undo it, the "undo" email is confusing because clients don't realize the appointment is still unconfirmed and they need to wait for a follow-up.
1 vote -
Navigate clients to login page after requesting appointment
If a client requests an appointment via the new appointment link, after they request the appointment and create a login take them back to the login page so they know where to go and can bookmark it. Right now it just takes them to a dead page.
2 votes -
Book with more than one provider on the client portal
Allow clients to request an appointment with more than one provider when requesting an appointment on the client portal for clients that participate in co-therapy.
1 vote -
Inactivity warning on client portal
If a client has been inactive on the client portal and is about to logged out, then show a warning so if they are completing intake paperwork they can save it before getting logged off.
6 votes -
Allow new clients to message staff
If a client signs up via the client portal but a staff member hasn't been assigned to them yet, allow them to still message someone in the office in case they have any questions.
1 vote -
24 hour cancellation setting shouldn't include weekends
If I have the setting enabled that allows clients to cancel within 24 hours, that shouldn't include the weekend.
1 vote -
Automatically approve client appointment requests
If a client requests an appointment through the client portal for a future date then have those appointments automatically approved and added to my calendar.
2 votes -
Show canceled and no-show appointments in the client portal
Allow clients to see appointments that were canceled or marked as a no-show in the client portal so when they get an invoice with a cancellation or no-show fee they can reference the appointment.
1 vote -
One portal account across multiple practices
We have clients that see multiple providers and each provider has their own TheraNest account. Allow my clients to log in to one portal account to access multiple providers.
2 votes -
Allow saved credit cards from contacts to show in TheraNest
If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
5 votes -
Remove Insurance Virtual Credit Card Payments from Client's Portal
Please removed the Virtual Insurance Credit Cards from the Client's Portal Payment History. It is confusing clients thinking their cards are being charged a large amount.
1 vote -
Display announcement to all clients on portal
Allow me to send an announcement or reminder to all clients that they will easily see when they login to the portal.
4 votes
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