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Isis Bey

← Customer Feedback for TheraNest

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11 results found

  1. Customize message when clients sign up for client portal via New Invitation Link

    2 votes

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    1 comment  ·  TheraNest Client Portal » Invitations  ·  Admin →
    Isis Bey supported this idea  · 

  2. Customize client portal invite message

    21 votes

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    11 comments  ·  TheraNest Client Portal » Invitations  ·  Admin →
    Isis Bey supported this idea  · 

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

    22 votes

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    2 comments  ·  TheraNest Client Portal » Invitations  ·  Admin →
    Isis Bey supported this idea  · 

  4. Track sent, pending, accepted client portal invitations

    33 votes

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    8 comments  ·  TheraNest Client Portal » Invitations  ·  Admin →
    Isis Bey supported this idea  · 

  5. Specify who gets notified of completed intake forms

    29 votes

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    7 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Isis Bey commented  · 

    Submitted intake forms from a "NEW invitation Link" only to go administrator. We have an intake coordinator who handles these forms and need the notification.

    Isis Bey supported this idea  · 

  6. Show intake forms individually on the client portal

    4 votes

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    2 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Isis Bey supported this idea  · 

  7. Autosave portal forms

    16 votes

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    6 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Isis Bey supported this idea  · 

  8. Client notes, assessments, documents available through the portal

    29 votes

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    7 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Isis Bey supported this idea  · 

  9. Select which individuals in contact network get intake forms (Family Accounts)

    53 votes

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    28 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Isis Bey supported this idea  · 

  10. Have fields on intake forms copy to fields in TheraNest

    63 votes

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    15 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Isis Bey supported this idea  · 

  11. 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 →
    Isis Bey supported this idea  · 

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