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TheraNest Client Portal

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Incorporate outcome tracking in client portal

It would be great if you had space for multiple form entries through the client portal -- to track weekly outcomes, or outcomes by each visit.
Guest almost 9 years ago in Intake Forms 10 Future consideration

Allow archived clients to access portal for contacts

If a client is also a contact of another client when the client is archived still allow them access to the client portal for the client they are a contact for.
Guest over 1 year ago in Client Account Management 2 Future consideration

Hide practice phone number on intake forms

Allow me to not display my practice phone number on intake forms.
Guest 4 months ago in Intake Forms 1 Future consideration

Allow contact to still access secure messaging if archived

If a client is archived but the client is a contact of another client, allow them to still access secure messaging for their contacts.
Guest 8 months ago in Messaging 2 Future consideration

Notify clients to update credit cards

Allow me to send a notification to clients having them update their credit card information on the client portal.
Guest about 2 years ago in Client Portal Payments 2 Future consideration

Update icons on the Client Portal

Can you change the "Billing and Insurance" icon on the client portal? If I'm trying to give clients step by step feedback on how to update that info, I'd literally have to say "Click on the dollar sign".
Guest 9 months ago in Client Portal Payments 1 Future consideration

Allow clients to journal in client portal

Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.
Guest almost 4 years ago in Client & Billing Details 3 Future consideration

Allow clients to print statements from the client portal

Allow my clients to download and print their statements from the client portal like they can with invoices and superbills.
Guest about 3 years ago in Client Portal Payments 3 Future consideration

Fill out an intake form more than once

If I send an intake form to a client through the portal, allow them to fill it out more than once. For example, we have some clients that need to complete multiple "releases".
Guest over 3 years ago in Intake Forms 0 Future consideration

Make it easier for clients to compose portal messages from phone

Our clients are saying it's difficult to compose portal messages when using their mobile device. Make it easier for them to compose messages so we don't receive incomprehensible messages.
Guest over 3 years ago in Messaging 0 Future consideration