Carrie Harrison - Office Manager
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2 votesCarrie Harrison - Office Manager
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1 voteCarrie Harrison - Office Manager
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2 votes
An error occurred while saving the comment Carrie Harrison - Office Manager
commented
Have client name in Client Messaging mailbox be a hyperlink to client's account.
Carrie Harrison - Office Manager
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3 votes
An error occurred while saving the comment Carrie Harrison - Office Manager
commented
Please enhance the client portal where all features (forms, insurance & billing, appointments, and calendar) except "Inbox" are grayed out if an archived Client is also in the Contact Network for active Clients. And within the Compose box for messaging only the active clients are listed as options in the "Client" field.
Otherwise, if a client, who is assigned to another client's Contact Network is archived, they must create a new Contact account. Thus, they are duplicated in the system and will lose access to prior secure messages for their Contact Network.
Carrie Harrison - Office Manager
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5 votes
An error occurred while saving the comment Carrie Harrison - Office Manager
commented
You should have the ability to add multiple recipients to CC of secure messaging. This is helpful when you want to send a message to a teen client and copy both parents who are each set up as a Contact in the Contact Network.
Carrie Harrison - Office Manager
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2 votes
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53 votes
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263 votesCarrie Harrison - Office Manager
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111 votes
An error occurred while saving the comment Carrie Harrison - Office Manager
commented
We are having a lot of trouble with new clients completing all steps on TheraBook - Demographic Info, Billing & Insurance, and Intake forms. Often they are compeleting the intake forms and overlooking the demographic info and billing & insurance tabs (we think it's because they blend in to the top banner of the webpage). Can those sections be pulled out of the banner and appear on the page similiar to the Clients, Staff, Calendar, Alerts, and Unconfirmed Appointment tabs in TheraNest? Is there a way to force clients to those tabs until they are completed? At the least is it possible to include a space for a personalized message from the clinic (where we could detail our instructions) on the home page of Therabook?
Carrie Harrison - Office Manager
supported this idea
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When a client (parent) is added as a Contact Network for another client (their child), the client (parent) can no longer access the client portal for their child's account once their own client (parent) account is archived.
Therefore, once client (parent) is archived, the only way for parent to have access to the client portal for their child's account is to "Add Contact" to child's account and select "New Member" and create a new Contact account for parent. If we have to create a new Contact for parent as Contact only and not associated with her archived Client account, parent will not be able to view any prior secure messages. Additionally, we will receive an error in the system that the Client "is duplicated including birth date." This error shouldn't matter as long as the Client is archived, but is rather annoying to see if the Client is unarchived.
Please enhance the client portal where all features (forms, insurance & billing, appointments, and calendar) except "Inbox" are grayed out if an archived Client is also in the Contact Network for active Clients. And within the Compose box for messaging only the active clients are listed as options in the "Client" field.