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TheraNest Client Portal

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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 7 months ago in Messaging 0 Future consideration

Display announcement to all clients on portal

Allow me to send an announcement or reminder to all clients that they will easily see when they login to the portal.
Guest over 2 years ago in Messaging 2 Future consideration

Allow clients to reply to portal message from unassigned staff

As an administrator, I sent a message to several clients but they were unable to reply because I was not assigned to the clients in TheraNest.
Guest over 3 years ago in Messaging 0 Future consideration

Allow clients to pay against balance rather than service lines

Allow my clients to make a payment that goes toward their entire balance rather than having them make a payment against a specific service line.
Guest over 1 year ago in Client Portal Payments 1 Future consideration

Show which providers have availability on the client portal

Allow clients to see which providers have availability on the client portal. Right now, they have to select a provider first but that provider may not have availability by the time they can see their calendar.
Guest 7 months ago in Appointments & Scheduling 1 Future consideration

Automatically send intake forms when a new client is created

Having the option to email intake forms automatically pop-up when a new client is entere versus having to manually go to the client portal portion to lookup the client and then send the forms
Guest almost 6 years ago in Client & Billing Details 0 Future consideration

Revoke secure messages

Allow me to revoke a secure message in case I accidentally sent it to the wrong client.
Guest over 1 year ago in Messaging 0 Future consideration

Separate canceling and rescheduling settings for the client portal

Right now the client's ability to cancel or reschedule an appointment through the client portal is one setting. Make these separate so we can allow clients to cancel but not reschedule, or vice versa.
Guest over 8 years ago in Appointments & Scheduling 5 Future consideration

Archive secure messages

Allow me to archive secure messages. I may want to keep them but don't want them in my inbox.
Guest over 1 year ago in Messaging 3 Future consideration

Allow new clients to search by specialty on the Client Portal

Update the Client Portal experience for new clients to search by a provider's specialty. New clients usually don't know which therapist to book with. They are looking for a therapist to address their specific need.
Guest 9 months ago in Appointments & Scheduling 1 Future consideration