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
almost 6 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...
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.
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.
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.
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
over 6 years ago
in Invitations
2
Future consideration
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.
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
7 months ago
in Messaging
0
Future consideration