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TheraNest Client Portal

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Add LGBTQ+ fields to demographics in client portal profile

Add LGBTQ+ fields to demographics in client portal profile
Guest over 5 years ago in Client & Billing Details 2 Completed

Customize client portal invitation message

The welcome message of Therabook needs to be editable such that the practice welcomes the patient. Currently, the therapist welcomes the patient, which is less professional. The welcome message reads, "Jane do invites you..." I would like it to re...
Guest about 7 years ago in Invitations 6 Completed

Change portal messaging for deactivated clients

When we archive clients, even if it's only temporary, their client portal accounts are deactivated. The message that comes up when they try to access the portal makes our clients feel as though we've terminated services. Change the message that ap...
Guest over 3 years ago in Client Account Management 4 Completed

Add alert to client for cancellation penalties

Allow users to create custom pop-ups for client cancellations and reschedules, so that if a client gets online to cancel an appointment within the "penalty period" (such as 12 hours or 24 hours prior to the appointment), s/he will be warned/remind...
Guest over 4 years ago in Appointments & Scheduling 0 Completed

Change state field to drop-down on client portal

When clients enter their address in the demographics fields on the client portal, have the state field be a drop-down field. When they type out their full state name it causes issues with claims.
Guest about 3 years ago in Client & Billing Details 4 Completed

Client Portal Updates PLEASE

1) allow the therapist to set hours to only be seen on the portal but allow the therapist to override and make appointments outside the hours shown 2) allow the therapist to select which paperwork is sent to each client (meaning some forms only go...
Guest about 8 years ago in Intake Forms 4 Completed

Print blank intake forms

Can you add a print button to the forms we create? I have a couple of clients who do not have email access and I do not want to retype everything in my intake forms.
Guest over 8 years ago in Intake Forms 4 Completed

Change signature language in Client Portal to include and/or minor.

We've had some facilities voice their concerns about whose names appear under the "Client Signature" sections. Normally, this isn't a problem when a client--who is over 18--signs it as their name corresponds with the signature. However, when the c...
Guest over 5 years ago in Intake Forms 1 Completed

Disable Billing and Insurance on the Client Portal

It would be nice to be able to disable the Insurance & Billing link that the clients see when they are in the portal. I think it's confusing for my clients since I only take one insurance.
Guest about 7 years ago in Client & Billing Details 2 Completed

Add filter option for "All" in Client Portal appointments list

In TheraNest, appointments automatically switch from "upcoming" to "kept" when the scheduled start time passes. This causes a problem in the client portal because clients try to find their appointment for the current day and if they are a minute p...
Guest over 4 years ago in Appointments & Scheduling 2 Completed