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TheraNest Client Portal

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324 VOTE

Family account for Client Portal

Allow an individual to access multiple accounts under one client portal. I work with families and the parent should be able to access statements and appointment information for all members of their household by logging into one client portal account.
Guest over 7 years ago in Client Account Management 205 Completed
222 VOTE

Allow non-admin staff members to invite clients to client portal

Grant ability to invite client to client portal to non-admin users. Clients can only be invited from the client portal settings page, which is located under the Organization tab. As a result, only admins can invite new clients to the portal.
Guest almost 7 years ago in Invitations 85 Completed

Only allow client portal account creation through invitation

Only allow my clients to create a client portal account if they've received an invitation from me. I don't want them signing up on their own.
Guest about 3 years ago in Client Account Management 17 Completed

Allow non-admin staff members to send/resend forms through the client portal

I would like therapists who do not have administration privileges to be able to send releases of information to their clients via the portal. Right now only those with admin privileges can send the release of information.
Guest about 5 years ago in Intake Forms 4 Completed
104 VOTE

Send invoices, superbills, statements through Client Portal

Allow me to sent a client's superbills, statements, and invoices to the client portal where they can view and print them. Sending them through the portal would save me paper and ensure confidentiality.
Linda Crossley over 8 years ago in Client Portal Payments 52 Completed

Resend Intake Forms multiple times throughout treatment

We need to resend our long term clients the intake forms again more than 6 month in service. As we know, by law, clients have to sign or update the intake forms again after 6 month. Sometimes we add a new service next to our counseling sessions, s...
Guest over 8 years ago in Intake Forms 32 Completed

Select which intake forms to send in client invitation

Add ability to select which intake forms will be sent to different clients when they are invited to the client portal.
Guest over 6 years ago in Intake Forms 30 Completed

Have client portal availability separate from calendar availability

I would like to able to set my "availability" calendar preferences in the client portal separately from the availability in the calendar I use for myself. In other words, if I mark that I am only available on Wednesdays and Thursdays, clients can ...
Guest about 7 years ago in Appointments & Scheduling 31 Completed

Automatically change Time Zones for clients when creating appointment

With the advent of the telehealth feature, it is going to be even more important to be able to have the calendar adjust for the clients time zone. I provide telehealth in CA, FL,MI and TX (all states in which I am licensed) as well as military ser...
Guest over 6 years ago in Appointments & Scheduling 11 Completed

Ability to sign each intake form separately in Client Portal

If I send a packet of forms to a client, have their signature appear at the end of every form rather than at the end of the last form in the packet.
Guest over 9 years ago in Intake Forms 24 Completed