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2. Client Portal

Showing 127 of 2013

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 about 4 years ago in Intake Forms 7 Future consideration

Customize email that is sent to clients when they receive a new secure message

Allow me to customize the email clients receive when they have a new secure message on the Client Portal. I send messages on behalf of the provider and I want the message to indicate the provider it's "from" rather than me.
Guest 4 months ago in Messaging 0 Future consideration

Show states in alphabetical order when entering a client's address

Display the states in alphabetical order when entering an address for a client.
Cindy Hooper 4 months ago in Client & Billing Details 0 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

Share availability outside of the client portal

Allow me to share my availability more easily with clients without directing them to the client portal.
Ethan Kaste 2 months ago in Appointments & Scheduling 0 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 almost 7 years ago in Intake Forms 7 Future consideration

Add option to disable Client Portal "save time and complete intake forms" banner

Add an option within the Organization's Client Portal settings to disable the "To save time before your first session, please fill out intake forms" banner displayed to Clients in the Client Portal.
Guest 3 months ago in Intake Forms 0 Future consideration

Add Organization Staff to Client Portal Secure Messages

When sending a Client Portal Secure Message, add the ability to CC, BCC, and/or forward the message to other Organization Staff members.
Guest 10 months ago in Messaging 0 Future consideration

Customize client portal invite message

Allow me to customize the default client portal invitation message outside the invitation process so I don't have to change it every time I invite someone to the portal.
Guest about 6 years ago in Invitations 11 Future consideration

Track sent, pending, accepted client portal invitations

I have sent Therabook invitations to several clients at one time, but then maybe one or two don't always sign in to the portal in a timely manner. A week or two passes, and then I can't remember who I have sent invitations to and who I maybe overl...
Guest over 7 years ago in Invitations 8 Future consideration