If a client contacts me through the client portal while I'm away, allow me to set up an automatic out-of-office reply and the option to have those messages forwarded to another staff member.
Send secure message/email to people outside organization
Allow me to send secure and HIPAA-compliant emails from TheraNest to individuals outside of my organization (such as insurance, other care providers, etc.).
If I have the setting turned on to notify clients when an appointment is rescheduled, then only send the notification if the appointment status is changed to "Rescheduled". Right now a notification is also sent if we adjust the appointment time (b...
Allow me to send a mass email or text to all of our clients so I can share important clinic information. Although I can send a mass secure message to the portal, not all of our clients are on the client portal.
Specify who gets notified of completed intake forms
Allow me to specify who gets notified when a client completes an intake form. As an admin, I want to be notified when any client completes a form without having to be assigned to every client. We also have intake coordinators who need to be notifi...
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Future consideration
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Future consideration
