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TheraNest Client Portal

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85 results found

  1. 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.

    2 votes

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  2. Prompt portal users to enter insurance information

    Allow me to alert clients that have just been invited to the client portal to enter their insurance information.

    2 votes

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  3. Navigate clients to login page after requesting appointment

    If a client requests an appointment via the new appointment link, after they request the appointment and create a login take them back to the login page so they know where to go and can bookmark it. Right now it just takes them to a dead page.

    2 votes

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  4. Automatically approve client appointment requests

    If a client requests an appointment through the client portal for a future date then have those appointments automatically approved and added to my calendar.

    2 votes

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  5. One portal account across multiple practices

    We have clients that see multiple providers and each provider has their own TheraNest account. Allow my clients to log in to one portal account to access multiple providers.

    2 votes

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  6. Customize message when clients sign up for client portal via New Invitation Link

    When I send the New Invitation Link to a client allow me to customize the message that appears above the signup box.

    2 votes

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    1 comment  ·  Invitations  ·  Admin →
  7. 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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  8. Allow new clients to search by specialty on the Client Portal

    Update the Client Portal experience for new clients to search by a provider's specialty. New clients usually don't know which therapist to book with. They are looking for a therapist to address their specific need.

    1 vote

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  9. Allow clients to see if they have a credit on the client portal

    If a client has an unapplied payment/credit on their account, allow them to see that on the client portal.

    1 vote

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  10. Add second emergency contact to client portal

    Allow my clients to add a second emergency contact when filling out their demographics on the client portal for when a client has divorced parents.

    1 vote

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  11. Allow phone keyboard settings to apply to secure messaging

    If my phone's keyboard settings, such as auto-capitalization, auto-correct, spell check, are enabled then have that carryover to secure messaging when composing a message from my phone.

    1 vote

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    1 comment  ·  Messaging  ·  Admin →
  12. Change "submit" to "request" when making appointments on the client portal

    When a client schedules an appointment on the Client Portal, change the "Submit New Appointment" button to "Request New Appointment" to make it more clear the appointment is a request and needs to be confirmed by the provider.

    1 vote

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  13. Revoke secure messages

    Allow me to revoke a secure message in case I accidentally sent it to the wrong client.

    1 vote

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    0 comments  ·  Messaging  ·  Admin →
  14. Show appointment as rescheduled if client rescheduled from portal

    If a client reschedules an appointment from the client portal and I confirm the new appointment, show the status of the appointment as rescheduled similar to how it would show if I rescheduled it within the application.

    1 vote

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  15. Change verbiage on portal signup page if invitation was sent

    If I've sent a parent an invite to the client portal, the signup page disables the name field but the instructions say to enter the minor's information, which is causing confusion for our parents.

    1 vote

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  16. Make it easier for clients to submit appointment requests on the portal

    Make it easier for our clients to submit appointment requests on the portal. Once they fill in the appointment information they think they are done and forget to click the "Submit" button.

    1 vote

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  17. Reword undo appointment confirmation email

    When a client requests an appointment online and I accidentally accept or decline it and then undo it, the "undo" email is confusing because clients don't realize the appointment is still unconfirmed and they need to wait for a follow-up.

    1 vote

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    1 comment  ·  Messaging  ·  Admin →
  18. Book with more than one provider on the client portal

    Allow clients to request an appointment with more than one provider when requesting an appointment on the client portal for clients that participate in co-therapy.

    1 vote

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  19. Allow new clients to message staff

    If a client signs up via the client portal but a staff member hasn't been assigned to them yet, allow them to still message someone in the office in case they have any questions.

    1 vote

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    1 comment  ·  Messaging  ·  Admin →
  20. 24 hour cancellation setting shouldn't include weekends

    If I have the setting enabled that allows clients to cancel within 24 hours, that shouldn't include the weekend.

    1 vote

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