TheraNest Client Portal
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28 results found
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Add filter option for "All" in Client Portal appointments list
In TheraNest, appointments automatically switch from "upcoming" to "kept" when the scheduled start time passes. This causes a problem in the client portal because clients try to find their appointment for the current day and if they are a minute past their scheduled start time, it's no longer on the main appointments page. There needs to be a filter for "All" appointments and have that be the default filter option.
3 votes -
Don't allow same day appointments on Therabook
Or hve a setting that therapists can allow this or not. We don't allow them in my practice because it doesn't give us time to prepare and get the initial information we need to set an appointment
3 votes -
Add link to client portal in email sent when appointment request is declined
within the declined appointment email to clients, put a button there that sends them right back to the portal login so they can try again.
Make that easier.
(I work with ADHD clients, we got to make it as easy and as few steps as possible)2 votesWe’ve released an improvement to emails sent to clients when an appointment request has been declined. This email now includes a button that directs to the Client Portal login screen.
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Additional Instructions on steps to create an appointment from the Client Portal
Have instructions in the client portal (particularly for new clients attempting to schedule their first appointment) instructing them to double click in an open (white) slot on the calendar to schedule. Include text that lets clients know that unavailable times are greyed out on the calendar below.
2 votesAdditional instructions have been added to Step 4 for requesting an appointment in the client portal. This information clarifies what times are unavailable and how to click or drag in any available space to request an appointment.
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Remove pronouns from "reply" button on client portal when provider is unassigned
When a provider is unassigned from a client and the client attempts to reply, a message appears that refers to the provider as "he". Please remove the pronoun because it can be confusing for our clients if they are seeing a female provider.
1 vote -
Add information clarifying what data to enter for client portal sign up
Add information clarifying what data to enter for client portal sign up. Parents/guardians are entering their information instead of their child's name in the sign up fields.
1 voteWe have released an update today adding information that clarifies what information to enter when creating a client portal account.
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Add numerical pagination to client portal invite list
not sure this is really reporting more organization>client portal>settings - the way clients are displayed her in the list view is not consistent with other pages, it would be helpful to list out the pages 1, 2, 3, etc like other pages (ie: clients)
1 voteThe grid under the “Manage Clients” section of the Client Portal Settings page now includes pagination for easier navigation.
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Clients ability to Sign Documents
It woudl be so helpful if clients could sign forms in theranest portal
1 vote
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