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TheraNest App

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109 results found

  1. Specify who receives notifications for portal payments

    When a client makes a payment on the portal, the staff member assigned to the invoice will receive a notification. Allow me to specify who receives this notification because we only need certain people to be notified.

    10 votes

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  2. Disable signed progress note email notifications

    Disable email notifications for supervisees when supervisor signs progress note (currently receive an email for each progress note signed).

    10 votes

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  3. Billing alerts

    Allow me to turn on alerts for certain billing items/tasks so we can be notified if a client's credit card has expired, if there's a certain balance owed, if their deductible has been met, etc.

    10 votes

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  4. Schedule secure messages

    After I write a secure message, allow me to set a time for when it should be sent to the client. I may want to write a message today, but not have it sent until tomorrow and I don't want to forget.

    9 votes

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  5. Add special characters to secure messages

    I would like to be able to add special characters. We have a multilingual clientele and we sometimes send them the portal in portuguese/spanish and we need to use special characters but the portal does not allow it.

    9 votes

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  6. Text notification when client schedules an appointment through client portal

    As a provider, I want to receive a text notification if a client requests an appointment through the client portal.

    9 votes

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  7. View secure messages from client's chart

    Allow me to view a client's secure messages from their chart so I can see all their messages in one place without having to search for them in all of my secure messages.

    8 votes

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  8. Client initials for ALL notifications

    When I have messaging alerts set to "use client initials," alerts that a client has paid still show the full name. Can this setting be applied to ALL notifications?

    8 votes

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  9. Alert staff when files are added to client Clinical Documents and Staff Documents

    It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab

    8 votes

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  10. Notify staff via email of appointments canceled via reminders

    Allow my staff to be notified via email when a client cancels an appointment from a phone or text reminder.

    7 votes

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  11. Filter clients when sending a secure message

    Filter clients by certain attributes (e.g., self-pay, has insurance, etc.) when sending a secure message to multiple clients.

    7 votes

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  12. Send invoices and superbills via secure message

    Allow me to send the client's invoice or superbill via a secure message.

    7 votes

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  13. Secure messaging to Groups

    Allow me to send a secure message to a group by typing in the group name rather than having to type in each individual member.

    7 votes

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  14. Mark client messages as unread

    After reading a client message allow me to mark it as "unread". I may not have time to respond right away and I want to make sure I don't forget.

    7 votes

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  15. Manage all in-app and email notifications

    Allow me to manage all email and in-app notifications in one place.

    7 votes

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  16. Show client note on payment alert

    When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.

    7 votes

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  17. Disable allowing clients to cancel via text reminders

    Allow me to disable allowing clients to cancel and confirm appointments through the text reminders they receive.

    7 votes

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  18. Send appointment reminders in other languages

    Have the client receive the appointment reminder in the language that's identified in their client details.

    6 votes

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  19. Remind me of incomplete notes

    Have TheraNest automatically remind me after so many days of notes that I haven't completed so I don't have to scroll through the Agenda or remember to run a report.

    6 votes

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  20. Notify me of outstanding balances

    Alert me or notify me if a client has an outstanding balance that has exceeded a certain number of days. For example, if a client hasn't paid in 30 days we need to follow up.

    6 votes

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