Show who requested an appointment when viewing unconfirmed appointments
Allow me to see who requested the appointment when viewing my unconfirmed appointments. We work with minors often with divorced parents and it would be helpful to know which parent (contact network) created the appointment.
Allow me to add multiple client signatures to intake forms. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest
almost 7 years ago
in Intake Forms
64
Future consideration
Allow clients to upload files to the Client Portal
Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.
Allow clients to review and sign treatment plans from the client portal
If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.
Add button to Client Portal to navigate Client to Practice Website
Add a customizable button to the Client Portal that will navigate Clients to the Practice's website. The button can be configured by the Organization Administrator with the URL of the Practice's website.
I need to be able to add my email into the client invitation message to join the portal. My email address includes the use of the underscore "_", but it's currently a prohibited value.
Guest
18 days ago
in Invitations
0
Future consideration
0
Future consideration
