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TheraNest Client Portal

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84 results found

  1. 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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  2. 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.

    177 votes

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  3. 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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  4. Send reminder to clients if intake documents have not been completed

    Allow me to send a reminder to my clients to complete intake forms that have been sent to them via the client portal.

    98 votes

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  5. 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

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  6. Require credit card on file on the Client Portal

    Require the client to input a credit card number on the client portal before they can schedule or submit intake paperwork.

    64 votes

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  7. Have fields on intake forms copy to fields in TheraNest

    If I send a client an intake form and there are fields included that match fields in TheraNest (e.g., in the client's details), then when the client fills out the form have those same fields update in TheraNest so I don't have to copy the information over.

    63 votes

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  8. Allow clients to select from a list of available appointment times rather than selecting from the calendar

    I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes it difficult for clients to know the therapists hours when scheduling. For example, they may click on 2:00-3:00 when on that day the therapist needs that appointment to be 2:30-3:30. This would mean having to call each client and tell them the actual appointment time therefore making the convenience of the self scheduling inconvenient.

    61 votes

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  9. Print paid invoices and superbills from the client portal

    Allow clients to print and download paid invoices and superbills, or invoices and superbills with no balance, from the client portal.

    60 votes

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  10. 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

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  11. Select which individuals in contact network get intake forms (Family Accounts)

    Within a client's contact network, allow me to select who gets access to which forms. In the case of divorced parents, sometimes mom doesn't want to see what dad fills out and vice versa. Or in the case of guardians, the guardian may need to fill out an intake form but shouldn't have access to the client's therapeutic documents unless given consent by the client.

    51 votes

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  12. Only allow client portal account creation through invitation

    Only allow my clients to create a client portal account if they've received an invitation from me. I don't want them signing up on their own.

    44 votes

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  13. 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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  14. Track sent, pending, accepted client portal invitations

    I have sent Therabook invitations to several clients at one time, but then maybe one or two don't always sign in to the portal in a timely manner. A week or two passes, and then I can't remember who I have sent invitations to and who I maybe overlooked. It would be helpful to track how long it's been since the invitation was sent and to be able to send reminder emails for them to log in and complete the forms/intake.

    33 votes

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    8 comments  ·  Invitations  ·  Admin →
  15. Add credit card information in the portal that populates in TheraNest

    Allow clients to add their credit card information on the portal (without having to make a payment) that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.

    30 votes

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  16. Incorporate outcome tracking in client portal

    It would be great if you had space for multiple form entries through the client portal -- to track weekly outcomes, or outcomes by each visit.

    30 votes

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  17. 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

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  18. Create a TheraNest client portal app for clients

    I'd love to see the TheraNest app become usable for the clients, where they could open the app and send a message to us, quickly, rather than having to go to the web site to do so.

    29 votes

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  19. Add setting when staff member is not accepting new clients

    It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. This has the effect of misleading loosing potential clients.
    If this feature were added, clients could be notified by Therabook that the counselor is not accepting new clients at this time. This would be kinder treatment of new clients.

    27 votes

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  20. Remind clients through Client Portal when invoices have not been paid

    Allow me to remind clients through the client portal after so many days if an invoice hasn't been paid.

    27 votes

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