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.
94 results found
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Filter out insurance payments - Payment history
The ability to filter out insurance payments on the clients payment history.
3 votes -
Change "save & next" button on the client portal
When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
2 votes -
Allow contact to still access secure messaging if archived
If a client is archived but the client is a contact of another client, allow them to still access secure messaging for their contacts.
2 votes -
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.
2 votes -
Archive secure messages
Allow me to archive secure messages. I may want to keep them but don't want them in my inbox.
2 votes -
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.
2 votes -
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 -
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 -
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 -
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 -
Manage reminders through client portal
Through the client portal, allow clients to set which reminders they want to receive.
2 votes -
Sharing TX plans with clients & clients virtually sign tx plans
I want to be able to have clients virtually sign their tx plans instead of me asking them if I can sign for them. Along with that, there is no easy way to share the client's tx plan with them. This should be able to be one of the documents that we can send clients, or at least have them be able to sign into theranest and quickly/easily review it if they want.
1 vote -
Hide practice phone number on intake forms
Allow me to not display my practice phone number on intake forms.
1 vote -
Portal reschedule/cancellation options per provider
My organization has turned off the client permission to reschedule/cancel sessions in TheraNest, but as a provider I would like the option to opt-in.
1 vote -
Collect contacts in the client portal
Allow me to collect information for a client's contact network (either through an intake form or the Client Portal) and have that populate in their Contact Network in the application.
1 vote -
Add Organization Staff to Client Portal Secure Messages
When sending a Client Portal Secure Message, add the ability to CC, BCC, and/or forward the message to other Organization Staff members.
1 vote -
Show which providers have availability on the client portal
Allow clients to see which providers have availability on the client portal. Right now, they have to select a provider first but that provider may not have availability by the time they can see their calendar.
1 vote -
Update icons on the Client Portal
Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
1 vote -
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 -
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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