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TheraNest Client Portal

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One portal account across multiple practices

We have clients that see multiple providers and each provider has their own TheraNest account. Allow my clients to log in to one portal account to access multiple providers.
Guest over 2 years ago in Client Account Management 1 Future consideration

Change "submit" to "request" when making appointments on the client portal

When a client schedules an appointment on the Client Portal, change the "Submit New Appointment" button to "Request New Appointment" to make it more clear the appointment is a request and needs to be confirmed by the provider.
Guest over 1 year ago in Appointments & Scheduling 1 Future consideration

Filter out insurance payments - Payment history

The ability to filter out insurance payments on the clients payment history.
Guest almost 4 years ago in Client & Billing Details 0 Future consideration

Show appointment as rescheduled if client rescheduled from portal

If a client reschedules an appointment from the client portal and I confirm the new appointment, show the status of the appointment as rescheduled similar to how it would show if I rescheduled it within the application.
Guest over 1 year ago in Appointments & Scheduling 0 Future consideration

Don't allow portal users to view credit cards of other contacts

If multiple people are added to a client's contact network, don't allow them to view each other's credit cards that are stored in the client portal.
Guest almost 3 years ago in Client Portal Payments 0 Future consideration

Customize message when clients sign up for client portal via New Invitation Link

When I send the New Invitation Link to a client allow me to customize the message that appears above the signup box.
Guest about 3 years ago in Invitations 1 Future consideration

Client Notes on Customize Grid

If you could please add "client notes" as an option for "customize grid" on the "Clients" tab it would be greatly appreciated. This would streamline many of our processes and save a lot of time for our practice. Thank you.
Guest over 3 years ago in Client Account Management 0 Future consideration

Manage reminders through client portal

Through the client portal, allow clients to set which reminders they want to receive.
Guest over 4 years ago in Appointments & Scheduling 1 Future consideration

Make it easier for clients to submit appointment requests on the portal

Make it easier for our clients to submit appointment requests on the portal. Once they fill in the appointment information they think they are done and forget to click the "Submit" button.
Guest about 2 years ago in Appointments & Scheduling 1 Future consideration

Reword undo appointment confirmation email

When a client requests an appointment online and I accidentally accept or decline it and then undo it, the "undo" email is confusing because clients don't realize the appointment is still unconfirmed and they need to wait for a follow-up.
Guest about 2 years ago in Messaging 1 Future consideration