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AdminSara McClure (Admin, theranest)

← Customer Feedback for TheraNest

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6 results found

  1. 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 →
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    AdminSara McClure (Admin, theranest) commented  · 

    Add some space for personalizing the Appointment Request page for instructions, example: Please note we only allow for scheduling on the hour.

  2. Organize dynamic forms & intake forms into folders

    34 votes

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    AdminSara McClure (Admin, theranest) commented  · 

    We do psychology, testing, and OT in our office and each has their own HIPAA and informed consent forms, so they must be signed before a client can come in. We do not send default forms because then the clients would get two packets 100% of the time as I could never have all the forms checked. Having this be a 2 step process is just miserable. We definitely need a feature where we can queue the forms up so they send when they accept the portal invite!

  3. Show preview of dynamic form

    27 votes

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    9 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    AdminSara McClure (Admin, theranest) commented  · 

    Allow me to preview Intake Forms from how the client will see them on the client portal.

  4. Case Note Summary

    4 votes

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    1 comment  ·  TheraNest App » Notes & Cases  ·  Admin →
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    AdminSara McClure (Admin, theranest) commented  · 

    In the form tab within the case the notes show up as a running list as they are completed (for case forms that can be completed multiple times per client). It would be great to include details or a summary from the note on the list so that the staff does not have to click into the note to see details; right now it just shows the date and time of the note

  5. Allow two-way syncing with external calendars (Google, Apple, etc.)

    359 votes

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    52 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    AdminSara McClure (Admin, theranest) supported this idea  · 

  6. Allow clients to review and sign treatment plans from the client portal

    204 votes

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    80 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    AdminSara McClure (Admin, theranest) supported this idea  · 

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