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.
14 results found
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Print paid invoices and superbills from the client portal
Allow clients to print and download paid invoices and superbills, or invoices and superbills with no balance, from the client portal.
61 votes -
Add credit card information in the portal that populates in TheraNest
Allow clients to add their credit card information on the portal (without having to make a payment) that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.
32 votes -
Notify clients of new and past due invoices
Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
30 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 -
Notify clients to update credit cards
Allow me to send a notification to clients having them update their credit card information on the client portal.
6 votes -
Require payment before scheduling on the client portal
Allow me to require my clients to make a payment before they can proceed with scheduling an appointment on the client portal.
5 votes -
Allow saved credit cards from contacts to show in TheraNest
If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
5 votes -
Allow clients access to invoices/superbills without credit card processing
Allow my clients to view and print their invoices and superbills from the client portal without having to sign up for credit card processing through TheraNest.
4 votes -
Allow clients to pay against balance rather than service lines
Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
3 votes -
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.
3 votes -
Update icons on the Client Portal
Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
1 vote -
Allow clients to see if they have a credit on the client portal
If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.
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
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