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← TheraNest Client Portal

Prompt portal users to enter insurance information

Allow me to alert clients that have just been invited to the client portal to enter their insurance information.

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AdminSarah M (Admin, theranest) shared this idea  ·   ·  Report…  ·  Admin →

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  • Joy Tanner commented  ·   ·  Report

    Give clients option to upload photo of insurance card (front and back) and ID in client portal.

  • Leslie Ledbetter commented  ·   ·  Report

    After forms are completed, is there a way to prompt new clients to enter their insurance information?

TheraNest Client Portal: Billing & Payments

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