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Create separate tab to manage client portal access

I wish the manage clients section, had its own tab in the client portal section of the organization.
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Send Portal Invite Via Text Message

Sometimes email addresses get messed up and the client never recieves the portal invite to get started. Could the admin have the option to send a link to start the portal through text. This way the invite will not get buried in their inbox and the...
Guest about 4 years ago in Clients & Groups 0 Future consideration

Pay for a service to transfer my data from one TheraNest account to another

Transferring my data is a very manual process when moving from one TheraNest account to another TheraNest account. Allow me to pay for a service that will do this for me, so that my historical documentation, appointments, etc. are all in my new ac...
Guest about 4 years ago in Practice Management & Administration 0 Future consideration

Notes by month

A way to filter notes by month or timeframe. Sometimes it takes some time for supervisors to approve notes to then sign them (I'm unlicensed). This function would allow us to find notes dating in a certain timeframe rather than going through each ...
Guest about 4 years ago in Notes & Cases 0 Future consideration

Process credit card payments under $1

Allow me to process credit card payments under $1.
Guest about 2 years ago in Billing & Payments 0 Future consideration

Send portal messages to email

If a client messages me from the client portal, have it directed to my email similar to how it's done when case notes are signed.
Guest about 4 years ago in Messaging & Notifications 0 Future consideration

Set schedule for 5 minute blocks

I wish the Schedule was in 5 minute block times instead of 15.
Guest about 4 years ago in Calendar & Scheduling 0 Already exists

Read only access to all cases

I want certain therapists the ability to view all cases, but only be able to edit/make changes to the cases they are assigned to.
Guest about 2 years ago in Notes & Cases 0 Future consideration

Hide archived locations in calendar filter

Allow me to hide archived locations in the "Locations" filter on the Calendar and Agenda.
Guest about 2 years ago in Calendar & Scheduling 1 Future consideration

Make "Gender" a Dynamic Element

I would like for the Gender field on the Client's profile to be a Dynamic Element that will populate on Dynamic Forms automatically.
Guest about 2 years ago in Notes & Cases 0 Future consideration