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TheraNest Client Portal

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  1. Change portal messaging for deactivated clients

    When we archive clients, even if it's only temporary, their client portal accounts are deactivated. The message that comes up when they try to access the portal makes our clients feel as though we've terminated services. Change the message that appears letting them know to contact us.

    2 votes

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    1 comment  ·  Client Account Management  ·  Flag idea as inappropriate…  ·  Admin →
  2. Only allow client portal account creation through invitation

    Only allow my clients to create a client portal account if they've received an invitation from me. I don't want them signing up on their own.

    1 vote

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    1 comment  ·  Client Account Management  ·  Flag idea as inappropriate…  ·  Admin →
  3. Client Notes on Customize Grid

    If you could please add "client notes" as an option for "customize grid" on the "Clients" tab it would be greatly appreciated. This would streamline many of our processes and save a lot of time for our practice. Thank you.

    1 vote

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    0 comments  ·  Client Account Management  ·  Flag idea as inappropriate…  ·  Admin →
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