TheraNest Ideas Portal
ADD A NEW IDEA

Intake Forms

Showing 10

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

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

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

Client Portal Updates PLEASE

1) allow the therapist to set hours to only be seen on the portal but allow the therapist to override and make appointments outside the hours shown 2) allow the therapist to select which paperwork is sent to each client (meaning some forms only go...
Guest about 8 years ago in Intake Forms 4 Completed

Print blank intake forms

Can you add a print button to the forms we create? I have a couple of clients who do not have email access and I do not want to retype everything in my intake forms.
Guest over 8 years ago in Intake Forms 4 Completed

Change signature language in Client Portal to include and/or minor.

We've had some facilities voice their concerns about whose names appear under the "Client Signature" sections. Normally, this isn't a problem when a client--who is over 18--signs it as their name corresponds with the signature. However, when the c...
Guest over 5 years ago in Intake Forms 1 Completed

Allow different staff members to have different intake forms

No description provided
Guest over 6 years ago in Intake Forms 2 Completed

Add a check box in custom forms to allow adding it to the intake forms

I created a client checklist using custom forms. My thinking was that I would have clients fill it out online through the client portal. Then I discovered that there is a separate forms generator in the client portal and the two don't connect. The...
Guest over 8 years ago in Intake Forms 0 Completed

Clients ability to Sign Documents

It woudl be so helpful if clients could sign forms in theranest portal
Guest almost 7 years ago in Intake Forms 0 Completed