Messaging & Notifications

Allow me to have each type of appointment reminder scheduled to go out at different times. For example, I may want to send email reminders 3 days before the appointment and a text reminder the day before.

Allow me to set a client's appointment reminder preferences that are separate from other communication. For example, a client may not want to receive emailed reminders but they do want to receive other communication via email.

Send me a notification or have an alert appear letting me know that I have unsigned progress notes. Sometimes I miss signing some and I'd like to catch it before an admin notifies me.

Change it in the system to make all our portal notices (i.e. intake forms / statements etc) come from our admin email address (i.e. contact@practicename.com) rather than the individual email addresses each person uses to login. Per Theranest: "T...

Add a placeholder in reminders for LOCATION NAME instead of just the address.

It is annoying to receive many notifications that my supervisees have completed a case note. I would like to be able to turn the notifications off.

Allow me to set a birthday message that is automatically sent to clients on their birthday.

If a client receives a text reminder and they confirm or cancel through the reminder, send them a confirmation that they have confirmed or canceled their appointment because sometimes they cancel and then show up to their appointment.

It would be great if the email sent to clients alerting of a secure message could be sent to both the primary and secondary email addresses on file in TheraNest. This would be especially helpful for minor clients with divorced parents.

Allow me to delete or archive practice chat message threads.