2. Client Portal

Allow me to create instructions for our intake forms that the client sees when they fill out the form on the portal.

Allow me to archive secure messages. I may want to keep them but don't want them in my inbox.

The additional details page gets overlooked a lot and as a result, isn't filled in. Allow clients to fill out this information on the client portal.

Allow me to not display my practice phone number on intake forms.

The ability to filter out insurance payments on the clients payment history.

My organization has turned off the client permission to reschedule/cancel sessions in TheraNest, but as a provider I would like the option to opt-in.

Allow me to collect information for a client's contact network (either through an intake form or the Client Portal) and have that populate in their Contact Network in the application.

Allow clients to see which providers have availability on the client portal. Right now, they have to select a provider first but that provider may not have availability by the time they can see their calendar.

If a client requests an appointment via the new appointment link, after they request the appointment and create a login take them back to the login page so they know where to go and can bookmark it. Right now it just takes them to a dead page.

Update the Client Portal experience for new clients to search by a provider's specialty. New clients usually don't know which therapist to book with. They are looking for a therapist to address their specific need.