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TheraNest Client Portal

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

    It would be wonderful in TheraNest could establish automated reminders 3 days, 24hrs, in advance of initial intake appointment if intake paperwork remains outstanding and needs to be completed prior to the appointment time. This would allow for more time on behalf of the therapist to eliminate having to send reminder emails.

    57 votes

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    4 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to sign each intake form separately in Client Portal

    Some of my intake forms are optional for the client to agree to or not. With the current system, they can only sign and agree to all forms.

    54 votes

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    22 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  3. Set fields on intake forms to auto-populate fields in TheraNest

    When I signed up, I created my own intake form. Because it did not include the diagnosis that populates the claim forms, I had to fill out your form as well and ended up not using my custom form, even though I preferred it. Is there a way to add that feature to the custom forms or to be able to modify the existing intake to make it more appropriate for our setting?

    41 votes

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    10 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    23 votes

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    10 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    22 votes

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    7 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    11 votes

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    2 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    7 votes

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    3 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. Reject or send back progress notes

    I would LOVE to be able to reject or send back a note submitted to me by a supervisee with comments for them to change things on their notes!

    4 votes

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    0 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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".

    2 votes

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    0 comments  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    1 vote

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    1 comment  ·  Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →
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