TheraNest Client Portal
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2 results found
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Allow non-admin staff members to invite clients to client portal
Grant ability to invite client to client portal to non-admin users. Clients can only be invited from the client portal settings page, which is located under the Organization tab. As a result, only admins can invite new clients to the portal.
225 votesWe’re excited to let you know this suggestion has been implemented! Today we released an update that expands staff permissions so that non-admin staff members can send client portal invitations to their clients. Staff members with adequate permissions will have the ability to send invitations from the Client Details page. Organization administrators can control which staff members have the ability to send invitations by editing their staff members’ permissions. To learn more about this release, you can visit our TheraNest Knowledge Base. https://help.theranest.com/en/articles/4540115-allow-staff-to-invite-clients-to-the-client-portal
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Customize client portal invitation message
The welcome message of Therabook needs to be editable such that the practice welcomes the patient. Currently, the therapist welcomes the patient, which is less professional. The welcome message reads, "Jane do invites you..." I would like it to read "ABC Counseling invites you..."
Additionally, the patients are the patients of the practice, not the therapist. If the therapist left the practice, we would try to retain the patient.
23 votes
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