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TheraNest Client Portal

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  1. Have client portal availability separate from calendar availability

    I would like to able to set my "availability" calendar preferences in the client portal separately from the availability in the calendar I use for myself. In other words, if I mark that I am only available on Wednesdays and Thursdays, clients can only schedule themselves then, but then if I want to make an exception and see a client outside of that, say, on a Monday, I cannot add it to my own calendar. I would like to have more freedom in scheduling myself than what I give to my clients.

    69 votes

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    27 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  2. Block client requested appointment time in calendar until confirmed/declined

    Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time.

    61 votes

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    14 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  3. Require credit card on file to schedule an appointment from the Client Portal

    Require the client to input a credit card number when scheduling online for the first time.

    53 votes

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    9 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  4. Keep appointments in "Upcoming" until end of session

    It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.

    51 votes

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    26 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow clients to select from a list of available appointment times rather than selecting from the calendar

    I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes it difficult for clients to know the therapists hours when scheduling. For example, they may click on 2:00-3:00 when on that day the therapist needs that appointment to be 2:30-3:30. This would mean having to call each client and tell them the actual appointment time therefore making the convenience of the self scheduling inconvenient.

    45 votes

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    21 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automatically change Time Zones for clients when creating appointment

    With the advent of the telehealth feature, it is going to be even more important to be able to have the calendar adjust for the clients time zone. I provide telehealth in CA, FL,MI and TX (all states in which I am licensed) as well as military service members across the globe. It is very confusing for clients when the calendar is not in their own time zone.

    42 votes

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    10 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add setting when staff member is not accepting new clients

    It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. This has the effect of misleading loosing potential clients.
    If this feature were added, clients could be notified by Therabook that the counselor is not accepting new clients at this time. This would be kinder treatment of new clients.

    25 votes

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    4 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow administration to view, approve or decline pending client portal appointment requets

    Currently, if a client requests an appointment online, an alert is only sent to the therapist. As an office manager, I would like to be able to see all pending appointments so I can make sure they are getting approved within 24 hours.

    17 votes

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    10 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add alert to client for cancellation penalties

    Allow users to create custom pop-ups for client cancellations and reschedules, so that if a client gets online to cancel an appointment within the "penalty period" (such as 12 hours or 24 hours prior to the appointment), s/he will be warned/reminded that this will result in a cancellation fee.

    6 votes

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    0 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow clients to schedule recurring appointments through the Client Portal

    Many of my clients want to schedule weekly sessions and it is a hassle for them to need to click through EVERY week and make an appointment for the same time. I could see this losing potential clients for therapists and then causing those therapists to move from theranest because of the problems.

    3 votes

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    1 comment  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  11. Manage reminders through client portal

    Through the client portal, allow clients to set which reminders they want to receive.

    2 votes

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    1 comment  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  12. Set which staff member a client can schedule an appointment with on the portal

    When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.

    1 vote

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    1 comment  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  13. Set portal self-scheduling availability per client

    Allow me to set when certain clients can self-schedule on the client portal. For example, I may want one set of clients to only be able to schedule on certain days (e.g., MWF) or certain times of the month (e.g, first and third weeks of the month).

    1 vote

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    1 comment  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  14. Request appointment location change through client portal

    Allow a client to request a change to their appointment location (e.g. from in-person to telehealth or vice versa) without having to cancel the appointment and request a whole new one.

    1 vote

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    1 comment  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  15. Make Clients Complete forms before scheduling appointments

    A suggestion for the design team…I mean this in a helpful way...it would be so nice to be able to use the “new appointment” link as an initial connect with prospective clients then have them be able to go back in (once they’ve signed up for my services) and complete the portal/forms. I tried a practice run of this process but they cannot see the forms once I invite them into the portal.

    It’s just easier for them to see the appointment scheduler right away rather than having to sign into the portal first and then find the appointments section.…

    1 vote

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    0 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    0 comments  ·  Appointments & Scheduling  ·  Flag idea as inappropriate…  ·  Admin →
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