Clients & Groups

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Link for Client Scheduling, Forms, Messaging, Etc. Without Creating Portal Account

I would prefer the ability to allow clients to schedule, submit forms, message, or access telehealth features w/ a link or general form that can be embedded onto my website and/or emailed without having clients set up a client portal account, such...

Guest about 4 years ago in Clients & Groups 2 Future consideration

3 VOTE

Disable gender identify fields

Allow me to disable the Gender Identity, Pronouns, and Sexual Orientation fields in TheraNest.

Guest over 2 years ago in Clients & Groups 1 Future consideration

2 VOTE

Bulk upload prospective clients

Allow me a way to bulk upload a list of clients to the prospective clients list.

Guest over 1 year ago in Clients & Groups 1 Future consideration

13 VOTE

Add fields for emergency contact

In a client's details, allow me to add an address and email for a client's emergency contact.

Guest almost 11 years ago in Clients & Groups 2 Future consideration

4 VOTE

Change "legal gender" to "sex assigned at birth"

Change the "legal gender" field in TheraNest and the client portal to "sex assigned at birth" as it reflects current terminology.

Guest over 3 years ago in Clients & Groups 5 Will not implement

3 VOTE

Add permission for deleting files

Create a separate permission that allows a staff member to delete documents that have been uploaded to a client's General Documents or Clinical Documents.

Guest over 2 years ago in Clients & Groups 2 Future consideration

4 VOTE

Rename tabs in clients and cases

Allow me to rename the tabs that appear in the client details or case information (e.g., rename Contact Log or Progress Notes) so I can rename them to something that fits my practice.

Guest over 3 years ago in Clients & Groups 1 Future consideration

4 VOTE

Sort client list by first name

Allow me to sort the client list by their first name.

Guest over 3 years ago in Clients & Groups 0 Future consideration

5 VOTE

Preview client portal invitation email

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.

Guest over 4 years ago in Clients & Groups 1 Future consideration

2 VOTE

Edit or revoke text after sending

When I send a text message to a client, allow me the option to edit or revoke it before it gets sent to the client.

Guest almost 2 years ago in Clients & Groups 0 Future consideration

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