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2. Client Portal

Showing 127 of 2013
124 VOTE

Send reminder to clients if intake documents have not been completed

Allow me to send a reminder to my clients to complete intake forms that have been sent to them via the client portal.
Guest about 7 years ago in Intake Forms 20 Future consideration

Add documents from a message to a case

When a clients send me documents via a message through their TN portal, allow me to upload those documents directly to their case without first having to upload them to my computer and then to their case. I prefer not to have client-sensitive info...
Rachael Hendry 5 months ago in Messaging 0 Future consideration

Appointment Status Update Reason

When updating an appointment's status, do not require a reason to be selected. This is especially applicable to No Show appointments, as a reason for the no show is often not available.
Guest 3 months ago in Appointments & Scheduling 0 Future consideration

Select which individuals in contact network get intake forms (Family Accounts)

Within a client's contact network, allow me to select who gets access to which forms. In the case of divorced parents, sometimes mom doesn't want to see what dad fills out and vice versa. Or in the case of guardians, the guardian may need to fill ...
Guest about 4 years ago in Intake Forms 29 Future consideration

Allow underscores "_" in portal invite messages

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 27 days ago in Invitations 0 Future consideration

Block unconfirmed appointments on the calendar until confirmed/declined

Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time.
Guest over 6 years ago in Appointments & Scheduling 33 Future consideration

Keep appointments in "Upcoming" until end of session

It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.
Guest about 5 years ago in Appointments & Scheduling 27 Future consideration

Sending Assessments to Clients Automatically

Add the option to automatically send assessments to Clients on a monthly, bi-monthly, quarterly, and yearly basis.
Guest 6 months ago in Client Account Management / Clients & Groups 0 Future consideration

Add credit card information in the portal that populates in TheraNest

Allow clients to add their credit card information on the portal (without having to make a payment) that will then populate into TheraNest so I don't have to manually transfer credit card numbers from credit card authorization/consent forms.
Guest about 4 years ago in Client Portal Payments 15 Future consideration

Allow clients to print secure messages

Allow clients and contacts to print secure messages from the client portal.
Guest about 1 month ago in Messaging 0 Future consideration