ADD A NEW IDEA

2. Client Portal

Showing 127 of 2013

Add alert when required fields are not completed in client intake forms

When clients miss a required field in their intake forms, they have to scroll down to the fields to see they've missed something instead of being alerted. I think making the warning more obvious could help, like a pop up or something like that.
Guest over 5 years ago in Intake Forms 3 Future consideration

Add setting when staff member is not accepting new clients

It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. Th...
Guest over 7 years ago in Appointments & Scheduling 4 Future consideration

Notify clients of new and past due invoices

Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
Guest almost 8 years ago in Client Portal Payments 9 Future consideration

Set which staff member a client can schedule an appointment with on the portal

When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.
Guest over 3 years ago in Appointments & Scheduling 4 Future consideration

Don't allow certain fields to be updated in the client portal

Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
Guest about 7 years ago in Client & Billing Details 13 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 7 months ago in Client & Billing Details / Notes & Cases 0 Future consideration

Add "Send Client Portal Invite" option when adding a new client

At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default th...
Guest about 6 years ago in Invitations 2 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 7 months ago in Appointments & Scheduling 0 Future consideration

Inactivity warning on client portal

If a client has been inactive on the client portal and is about to logged out, then show a warning so if they are completing intake paperwork they can save it before getting logged off.
Guest over 2 years ago in Intake Forms 0 Future consideration

Revoke client portal invitations

Allow me to revoke a client portal invitation in instances where it was sent in error.
Guest almost 2 years ago in Client Account Management 1 Future consideration