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.
87 results found
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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 -
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 -
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 -
Don't allow portal users to view credit cards of other contacts
If multiple people are added to a client's contact network, don't allow them to view each other's credit cards that are stored in the client portal.
1 vote -
Client Notes on Customize Grid
If you could please add "client notes" as an option for "customize grid" on the "Clients" tab it would be greatly appreciated. This would streamline many of our processes and save a lot of time for our practice. Thank you.
1 vote -
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
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