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TheraNest Client Portal

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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 over 1 year ago in Intake Forms 2 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 about 1 year ago in Appointments & Scheduling 6 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 about 8 years ago in Intake Forms 15 Future consideration

Populate location based on service type

When creating an appointment, have the location automatically populate based on the service type I select. We offer free phone consultations, and it would be easier if our "Phone" location was automatically selected if the consultation service typ...
Lara Davis 3 months ago in Appointments & Scheduling 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 about 9 years ago in Appointments & Scheduling 16 Future consideration

Allow clients to sign progress notes from Client Portal

Allow clients to review and sign progress notes from the Client Portal.
Guest over 4 years ago in Client & Billing Details 6 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 almost 3 years ago in Appointments & Scheduling 8 Future consideration

Autosave portal forms

Autosave portal forms that clients are filling out. We've had clients not click the "save" button and lose all the information they entered, particularly with longer forms.
Guest over 3 years ago in Intake Forms 7 Future consideration

Allow other staff to manage unconfirmed appointments

Currently, if a client requests an appointment online, an alert is only sent to the therapist. As an office manager, I would like to be able to see all pending appointments so I can make sure they are getting approved within 24 hours.
Guest over 5 years ago in Appointments & Scheduling 15 Future consideration

Client notes, assessments, documents available through the portal

I would love it if the tools we use for ongoing care, Release of Information, Minor Consent to Treat, the PCL 5 for trauma, the PHQ9 , the Beck Depression inventory could be available to complete electronically through the portal.
Guest over 6 years ago in Intake Forms 7 Future consideration