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Melinda Somerville

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2 results found

  1. 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 →
    Melinda Somerville supported this idea  · 
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    Melinda Somerville commented  · 

    Here is an idea that would be greatly embraced. Once a new patient is scheduled and invited to the client portal, if they have not signed in the portal by within 48 hours (configurable) of their appointment, Theranest would send us an urgent or red flag e-mail with the choice to send the client another (custom) reminder/warning to join the portal ASAP. All of this would be configurable to our needs. This would eliminate client sessions where we find out at the last minute that "Oh I forgot to do my portal paperwork" and then we have to waste the session doing it for them. Not good for them or us.

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

    203 votes

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    79 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
    Melinda Somerville supported this idea  · 
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    Melinda Somerville commented  · 

    Agree, this would save our practice so much time.

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