ADD A NEW IDEA

2. Client Portal

Showing 127 of 2013

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 over 7 years ago in Appointments & Scheduling 30 Future consideration

Show intake forms individually on the client portal

If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.
Guest almost 2 years ago in Intake Forms 2 Future consideration

Have fields on intake forms copy to fields in TheraNest

If I send a client an intake form and there are fields included that match fields in TheraNest (e.g., in the client's details), then when the client fills out the form have those same fields update in TheraNest so I don't have to copy the informat...
Guest over 8 years ago in Intake Forms 15 Future consideration

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 6 months ago in Client & Billing Details 0 Future consideration

Require credit card on file on the Client Portal

Require the client to input a credit card number on the client portal before they can schedule or submit intake paperwork.
Guest over 9 years ago in Appointments & Scheduling 16 Future consideration

Allow me to select the Telehealth forum without subscribing to Telehealth when creating availability

As a therapist, allow me to select the Telehealth forum when creating an availability block even though I don't subscribe to Telehealth so it's easier for my clients when requesting Telehealth appointments on the Client Portal.
Guest over 1 year ago in Appointments & Scheduling 6 Future consideration

Allow clients to sign progress notes from Client Portal

Allow clients to review and sign progress notes from the Client Portal.
Guest almost 5 years ago in Client & Billing Details 6 Future consideration

Add multifactor authentication to Client Portal

Add the ability to enable multifactor authentication for the Client Portal for portal signups and when logging in to add an extra layer of security for both clients and practices.
Guest 4 months ago in Client Account Management 1 Future consideration

Allow practice to reset Client Portal password

Allow me to reset a client's Client Portal password.
Daniel Sheff 4 months ago in Client Account Management 0 Future consideration

Set how far out clients can book appointments on the portal

Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
Guest about 3 years ago in Appointments & Scheduling 8 Future consideration