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Jill Hazlip-Freeman

← Customer Feedback for TheraNest

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10 results found

  1. Add alert when required fields are not completed in client intake forms

    18 votes

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    3 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

  2. Send reminder to clients if intake documents have not been completed

    98 votes

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

  3. Customize first appointment email

    21 votes

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    1 comment  ·  TheraNest App » Messaging & Notifications  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

  4. Track sent, pending, accepted client portal invitations

    33 votes

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    8 comments  ·  TheraNest Client Portal » Invitations  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

  5. Add "Send Client Portal Invite" option when adding a new client

    22 votes

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    2 comments  ·  TheraNest Client Portal » Invitations  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

  6. Require credit card on file on the Client Portal

    64 votes

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    14 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
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    Jill Hazlip-Freeman commented  · 

    Dear Theranest, I tryuthfully find it ridiculous that this initial suggestion was made 5 YEARS ago and still hasnt been fixed. My work around on this is requiring a custom form that I created to be filled out at intake time so that I can place their card on file myself. I will not see a client without this becuase I do all telehealth and there is no way to collect payment otherwise if they no show, etc.

    Jill Hazlip-Freeman supported this idea  · 

  7. Add alert to client for cancellation penalties

    8 votes

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    0 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

  8. Keep appointments in "Upcoming" until end of session

    56 votes

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    27 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

  9. Allow clients to select from a list of available appointment times rather than selecting from the calendar

    61 votes

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    30 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

  10. Block client requested appointment time in calendar until confirmed/declined

    88 votes

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    33 comments  ·  TheraNest Client Portal » Appointments & Scheduling  ·  Admin →
    Jill Hazlip-Freeman supported this idea  · 

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