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Liz Soto

← Customer Feedback for TheraNest

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5 results found

  1. Display the day of the week in client Appointment History

    49 votes

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    6 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Liz Soto supported this idea  · 

  2. Print paid invoices and superbills from the client portal

    60 votes

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    26 comments  ·  TheraNest Client Portal » Billing & Payments  ·  Admin →

  3. Sort table when processing existing invoices

    16 votes

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    4 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    Liz Soto commented  · 

    When I process existing invoices in batch invoicing, allow me to sort the results by date so I can view the invoices in ascending order.

  4. Only allow client portal account creation through invitation

    47 votes

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    16 comments  ·  TheraNest Client Portal » Client Account Management  ·  Admin →
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    Liz Soto commented  · 

    Hi! Can you make it so that clients can't create their own portal without using the link from the Client Portal invitation? (The representative said our new client created their own Client Portal from scratch. We wasted several days trying to get their file completed and get pertinent information prior to their evaluation appointment.)

  5. Customize portal invite message for contacts in contact network

    11 votes

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    1 comment  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Liz Soto commented  · 

    Customizable invitation messages and form selections should apply in cases where only the contact of a client would have portal access. It should apply to the first person to access a client portal account regardless of if it's the client or a client's contact setting up and logging into a portal account for the first time.

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