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additional email

In a recent update, you took away the ability to add one email address to multiple clients. At my practice, this is a crucial function as one provider may see a parent and another provider, their child, but both are listed under the same email. Wi...
Gabrielle Cecere 3 months ago in Clients & Groups 0 Already exists

Alway the same email to be used on multiple Client portals

It would be extremely helpful to allow the same email address to be used on multiple client portals. This would eliminate a lot of issues we have been having. Thanks!
Guest 11 months ago in Clients & Groups 0 Already exists

Intake forms

Why is the building of forms so wonky? I've spent over an hour only to realize it saved NOTHING. This is frustrating. Why don't you have a ready-made intake that we can add to or change?
Guest over 5 years ago in Clients & Groups 1 Already exists

Sex Assigned at Birth + Standard Intake Form

I want to be able to ask "What is your sex assigned at birth?" This helps me identify transgender clients where some may check their gender as "male." See attached: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3721165/pdf/amiajnl-2012-001472.pdf
Guest over 3 years ago in Clients & Groups 0 Already exists

Allow unique invitation link to client portal to link with existing file therapist created

When I invite a client to the Portal, it sends that a unique button that matches the file I already started for them. But if a client requests the link again, I have no way to send them their unique link. It will not let me re-invite them, and has...
Guest about 4 years ago in Clients & Groups 0 Already exists

option to view General Documents as a text list

Change the formatting of items in the General Docs area of Theranest so that existing documents can be viewed as a list. We are currently forced to view the docs as icons and the text is truncated, making identification difficult. I would prefer t...
Guest about 4 years ago in Clients & Groups 0 Already exists

Place to enter Parent Contact Information

It would be great if there was a way to enter parent contact information for a minor client. I often call parents and its tricky to remember their names based off the existing info fields in the details screen. For example I'm calling a child n...
Guest about 5 years ago in Clients & Groups 0 Already exists

coloring lines to separate patients charts

It would be very helpful to alternate coloring between rows on the patient listing page. ( Ie line for pt 1 light blue, line for pt 2 white, line for pt 3 light blue line for pt line 4 white). They are spaced so close together and all the same col...
Guest about 5 years ago in Clients & Groups 0 Already exists

New Cleint Setup

I was thinking of allowing one "practice client" that created to go through a complete real life setup from beginning to the end (using office protocols) to fill out the areas that would be needed to establish a new client for training purposes. T...
Guest about 5 years ago in Clients & Groups 0 Already exists

See client's DOB from Bill To & Insurance page

Hi there! Is it possible to add the client's D.O.B to this section? It would help when billing so we do not have to tab to another screen to obtain the data. Thank you for your consideration!
Guest over 5 years ago in Clients & Groups 0 Already exists