TheraNest Client Portal
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3 results found
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Family account for Client Portal
Allow an individual to access multiple accounts under one client portal. I work with families and the parent should be able to access statements and appointment information for all members of their household by logging into one client portal account.
340 votesWith the client’s contact network, one parent or guardian can have access to additional accounts under one login. Check out our release notes for more information!
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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.
7 votesThe messaging has been updated if an archived client tries to log into the Client Portal. The message will now display as: "Please contact {Your Organization Name} to reconnect to the client portal."
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Add numerical pagination to client portal invite list
not sure this is really reporting more organization>client portal>settings - the way clients are displayed her in the list view is not consistent with other pages, it would be helpful to list out the pages 1, 2, 3, etc like other pages (ie: clients)
1 voteThe grid under the “Manage Clients” section of the Client Portal Settings page now includes pagination for easier navigation.
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