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TheraNest App

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110 results found

  1. Be able to specify one email address that Theranest correspondence comes from

    Change it in the system to make all our portal notices (i.e. intake forms / statements etc) come from our admin email address (i.e. contact@practicename.com) rather than the individual email addresses each person uses to login.

    Per Theranest: "There's not currently a way to set one specific email address for Client Portal invites and forms to come from. Depending on the staff member signed in and doing the sending, that will be the email address the message will come from -- their email address on file in TheraNest."

    25 votes

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  2. Remove deactivated staff from practice chat

    Remove all staff that have been deactivated from practice chat, otherwise, it's hard to find the person I'm looking for.

    24 votes

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  3. Send secure message alert to client's secondary email address

    It would be great if the email sent to clients alerting of a secure message could be sent to both the primary and secondary email addresses on file in TheraNest. This would be especially helpful for minor clients with divorced parents.

    23 votes

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  4. Automated birthday message to clients

    Allow me to set a birthday message that is automatically sent to clients on their birthday.

    22 votes

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  5. Customize first appointment email

    Allow me to customize the first appointment email so I can include text about our cancellation policy or invite them to join the client portal.

    21 votes

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  6. Include location in email when appointment is scheduled

    Include the location information when the automatic email is sent to a client when an appointment is scheduled. Otherwise, they don't see the location until the appointment reminder is sent.

    20 votes

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  7. Sound alert for new practice chat message

    Allow me to turn on the option to receive an audible alert when I receive a new practice chat message.

    17 votes

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  8. Notify staff when they have been assigned a new client

    Send a notification to the staff member when a new client or prospective has been assigned to them.

    17 votes

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  9. Separate appointment reminder preferences

    Allow me to set a client's appointment reminder preferences that are separate from other communication. For example, a client may not want to receive emailed reminders but they do want to receive other communication via email.

    16 votes

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  10. Draft secure messages

    When sending a secure message to a client, allow me to compose and save a draft. I may need to jot some things down and then come back to edit and send later.

    16 votes

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  11. Notify me if I have unsigned progress notes

    Send me a notification or have an alert appear letting me know that I have unsigned progress notes. Sometimes I miss signing some and I'd like to catch it before an admin notifies me.

    15 votes

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  12. Create away message for practice chat

    Allow me to create an away message for practice chat so other staff members know why I'm not responding.

    14 votes

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  13. Send confirmation to client if they confirm or cancel through a text reminder

    If a client receives a text reminder and they confirm or cancel through the reminder, send them a confirmation that they have confirmed or canceled their appointment because sometimes they cancel and then show up to their appointment.

    12 votes

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  14. Specify type of notifications for different actions/triggers

    I want to choose whether I get notifications about certain things in TheraNest and how those notifications are sent. For certain things, an in-app alert is enough, but for other things I might want to be alerted in several ways (like text, email and in-app).

    12 votes

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  15. Notify admins and therapists of non-standard appointment reminder responses

    When a client receives an appointment reminder and sends a non-standard reply, send a notification to the admins and therapist so that they can follow up if needed.

    11 votes

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  16. Add Alert in TheraNest for Intake Docs Submitted

    It seems the only "Alerts" coming into TheraNest itself are for payments and cancellations made through the Client Portal.

    I want to see more robust Alert functionality, more specifically for documents clients submit. As of now, I can only receive notifications that Clients have submitted Intake Documents via e-mail. I would like to have the option of receiving those alerts in the Alert Notifications inside TheraNest.

    11 votes

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  17. Text notification for client portal messages

    Send me a text notification when a client sends a message through the client portal.

    11 votes

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  18. Notify admins of information changes in client portal

    As an administrator, notify me when a client makes changes to their information in the client portal (e.g., address, payment method, phone number, etc.).

    11 votes

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  19. Allow copying and pasting text from secure messages

    Allow me to copy and paste information that is sent or received from a secure message. Sometimes we have standard messages that we send clients and it would be easier to copy and paste from an old message.

    11 votes

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  20. Add portal messages to client's general documents

    When I receive a secure message from a client through the client portal, allow me to transfer or save that message to the client's general documents so I can a record of their communication in one place.

    10 votes

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