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AdminSara McClure (Admin, theranest)

← Customer Feedback for TheraNest

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7 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. Enable ability to see history of one time payment links sent.

    19 votes

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    2 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
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    AdminSara McClure (Admin, theranest) commented  · 

    We need to be able to see a log from within TheraNest to track that they client received the 1-time payment link in either the contact log or in the activity log

  4. 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.

  5. 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

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

    375 votes

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

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

    206 votes

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

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