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
-
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 -
Allow clients to schedule recurring appointments through the Client Portal
Many of my clients want to schedule weekly sessions and it is a hassle for them to need to click through EVERY week and make an appointment for the same time. I could see this losing potential clients for therapists and then causing those therapists to move from theranest because of the problems.
4 votes -
Manage reminders through client portal
Through the client portal, allow clients to set which reminders they want to receive.
2 votes -
Customize portal appointment confirmation emails
When a client schedules an appointment through the client portal and I confirm it, allow me to customize the email message that is sent when their appointment is confirmed.
1 vote -
Allow clients to sign progress notes from Client Portal
Allow clients to review and sign progress notes from the Client Portal.
33 votes -
Keep appointments in "Upcoming" until end of session
It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.
56 votes -
Make demographic fields on client portal required
Allow me to make certain demographic fields that appear on the client portal required.
112 votes -
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 -
Add alert when required fields are not completed in client intake forms
When clients miss a required field in their intake forms, they have to scroll down to the fields to see they've missed something instead of being alerted. I think making the warning more obvious could help, like a pop up or something like that.
18 votes -
Allow other staff to view, approve or decline pending client portal appointment requets
Currently, if a client requests an appointment online, an alert is only sent to the therapist. As an office manager, I would like to be able to see all pending appointments so I can make sure they are getting approved within 24 hours.
27 votes -
Restrict service type for new clients scheduling from the portal
Allow me to restrict which service types new clients can schedule from the client portal, so they can only schedule consults or intake appointments.
13 votes -
Customize client portal invite message
Allow me to customize the default client portal invitation message outside the invitation process so I don't have to change it every time I invite someone to the portal.
21 votes -
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 -
Add "Send Client Portal Invite" option when adding a new client
At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default that to yes or no – though I would imagine if we use the portal the most logical default would be to have that checked yes and we could uncheck if we needed.
22 votes -
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.
206 votes -
Increase visibility of the Submit button for intake forms on the client portal
Move the "Submit" button to a more prominent place because many of my clients miss the submit button since they have to scroll down to the bottom of the page.
18 votes -
Allow archived client's to access client portal
Allow archived clients to access the client portal so they can continue to make payments or request new appointments if needed.
11 votes -
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.
206 votes -
Block client requested appointment time in calendar until confirmed/declined
Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time.
88 votes -
Client notes, assessments, documents available through the portal
I would love it if the tools we use for ongoing care, Release of Information, Minor Consent to Treat, the PCL 5 for trauma, the PHQ9 , the Beck Depression inventory could be available to complete electronically through the portal.
29 votes
- Don't see your idea?