TheraNest Ideas Portal
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TheraNest Client Portal

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Portal reschedule/cancellation options per provider

My organization has turned off the client permission to reschedule/cancel sessions in TheraNest, but as a provider I would like the option to opt-in.
Guest 5 months ago in Appointments & Scheduling 0 Future consideration

Allow archived client's to access client portal

Allow archived clients to access the client portal so they can continue to make payments or request new appointments if needed.
Guest over 6 years ago in Client Account Management 5 Future consideration

Display warning on client portal to not contact if emergency

Allow clinicians to display a warning to not use the client portal for clinically urgent matters and to call the office or the local crisis number if the client cannot wait for the next time they have an appointment.
Guest almost 3 years ago in Client Account Management 5 Future consideration

Set portal self-scheduling availability per client

Allow me to set when certain clients can self-schedule on the client portal. For example, I may want one set of clients to only be able to schedule on certain days (e.g., MWF) or certain times of the month (e.g, first and third weeks of the month).
Guest over 3 years ago in Appointments & Scheduling 3 Future consideration

Prompt portal users to enter insurance information

Allow me to alert clients that have just been invited to the client portal to enter their insurance information.
Guest almost 2 years ago in Client Portal Payments 2 Future consideration

Collect contacts in the client portal

Allow me to collect information for a client's contact network (either through an intake form or the Client Portal) and have that populate in their Contact Network in the application.
Guest 6 months ago in Client Account Management 0 Future consideration

Allow saved credit cards from contacts to show in TheraNest

If a contact from a client's contact network makes a payment on the client portal and saves the card for future use, then allow that credit card to be displayed and used in TheraNest.
Guest over 2 years ago in Client Portal Payments 3 Future consideration

Update name fields on client portal to "Preferred"

Currently, when clients sign up for the portal, they are prompted to enter their first and last name. In order to make the portal (and therefore my clinical care) affirming of transgender clients, the portal should instead specifically ask for cli...
Guest about 4 years ago in Client & Billing Details 1 Future consideration

Change verbiage on portal signup page if invitation was sent

If I've sent a parent an invite to the client portal, the signup page disables the name field but the instructions say to enter the minor's information, which is causing confusion for our parents.
Guest over 1 year ago in Client Account Management 1 Future consideration

Make Clients Complete forms before scheduling appointments

A suggestion for the design team…I mean this in a helpful way...it would be so nice to be able to use the “new appointment” link as an initial connect with prospective clients then have them be able to go back in (once they’ve signed up for my ser...
Guest over 3 years ago in Appointments & Scheduling 0 Future consideration