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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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 -
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 -
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 -
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 -
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 -
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 -
Autosave portal forms
Autosave portal forms that clients are filling out. We've had clients not click the "save" button and lose all the information they entered, particularly with longer forms.
16 votes -
Set how far out clients can book appointments on the portal
Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
15 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 -
Separate canceling and rescheduling settings for the client portal
Right now the client's ability to cancel or reschedule an appointment through the client portal is one setting. Make these separate so we can allow clients to cancel but not reschedule, or vice versa.
13 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 -
Set which staff member a client can schedule an appointment with on the portal
When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.
10 votes -
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.
10 votes -
Display organization logo in client portal
I would like to have my Logo show in the client portal so it looks more customized to my business.
10 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 -
Allow me to select the Telehealth forum without subscribing to Telehealth when creating availability
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.
8 votes -
Allow clients to print statements from the client portal
Allow my clients to download and print their statements from the client portal like they can with invoices and superbills.
8 votes -
Make it easier for clients to compose portal messages from phone
Our clients are saying it's difficult to compose portal messages when using their mobile device. Make it easier for them to compose messages so we don't receive incomprehensible messages.
8 votes -
Allow couples to schedule group appointments through the client portal
Allow a couple or family to schedule a group appointment on the client portal.
8 votes -
Fill out an intake form more than once
If I send an intake form to a client through the portal, allow them to fill it out more than once. For example, we have some clients that need to complete multiple "releases".
7 votes
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