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.
87 results found
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Update name fields on client portal to "Preferred"
Currently, when clients sign up for the portal, they are prompted to enter their first and last name. In order to make the portal (and therefore my clinical care) affirming of transgender clients, the portal should instead specifically ask for clients' "preferred first and last name."
If a clinician also wants to know the client's legal name, they can ask for it on one of the customizable forms in the portal.
7 votes -
Allow me to select the Telehealth forum without subscribing to Telehealth
As a therapist, allow me to select the Telehealth forum when creating an availability block even though I don't subscribe to Telehealth so it's easier for my clients when requesting Telehealth appointments on the Client Portal.
6 votes -
Inactivity warning on client portal
If a client has been inactive on the client portal and is about to logged out, then show a warning so if they are completing intake paperwork they can save it before getting logged off.
6 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 -
Display warning on client portal to not contact if emergency
Allow clinicians to display a warning to not use the client portal for clinically urgent matters and to call the office or the local crisis number if the client cannot wait for the next time they have an appointment.
5 votes -
Allow clients to reply to portal message from unassigned staff
As an administrator, I sent a message to several clients but they were unable to reply because I was not assigned to the clients in TheraNest.
5 votes -
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.…
5 votes -
Allow clients to fill out Additional Details in the Client Portal
The additional details page gets overlooked a lot and as a result, isn't filled in. Allow clients to fill out this information on the client portal.
5 votes -
Revoke client portal invitations
Allow me to revoke a client portal invitation in instances where it was sent in error.
4 votes -
Show intake forms individually on the client portal
If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.
4 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.
4 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.
4 votes -
Display announcement to all clients on portal
Allow me to send an announcement or reminder to all clients that they will easily see when they login to the portal.
4 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 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.
4 votes -
Automatically copy messages from secure messaging to a client's contact log
I want secure messages sent from a client copied to their contact log automatically.
3 votes -
Allow archived clients to access portal for contacts
If a client is also a contact of another client when the client is archived still allow them access to the client portal for the client they are a contact for.
3 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 -
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.
3 votes -
Filter out insurance payments - Payment history
The ability to filter out insurance payments on the clients payment history.
3 votes
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