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TheraNest Client Portal

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Change Client Details "Marital Status" Field label to "Relationship Status"

Change the Client Details "Marital Status" Field label to "Relationship Status" to be more inclusive.
Lacey Yee 2 months ago in Client & Billing Details 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 over 3 years ago in Intake Forms 29 Future consideration
107 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 almost 7 years ago in Intake Forms 20 Future consideration

Update Calendar in real-time without having to refresh the page

If an appointment is created by a user and a different user is looking at the calendar, it appears as if the appointment time is free. However, it is not and the appointment can't be seen unless their screen is refreshed. This would be a benefit b...
Guest 27 days ago in Appointments & Scheduling 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 over 4 years ago in Appointments & Scheduling 27 Future consideration

Filter client list by clients without a flag

Allow me to filter the client list so I can see all clients that don't have a flag assigned.
Cindy Hooper about 1 month ago in Client Account Management 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 over 3 years ago in Client Portal Payments 15 Future consideration

Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
Guest 3 months ago in Client & Billing Details / Notes & Cases 0 Future consideration

Allow clients to select from a list of available appointment times rather than selecting from the calendar

I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes ...
Guest about 7 years ago in Appointments & Scheduling 30 Future consideration