Allow clients access to invoices/superbills without credit card processing
Allow my clients to view and print their invoices and superbills from the client portal without having to sign up for credit card processing through TheraNest.
Allow clients to schedule recurring appointments through the Client Portal
Many of my clients want to schedule weekly sessions and it is a hassle for them to need to click through EVERY week and make an appointment for the same time. I could see this losing potential clients for therapists and then causing those therapis...
Navigate clients to login page after requesting appointment
If a client requests an appointment via the new appointment link, after they request the appointment and create a login take them back to the login page so they know where to go and can bookmark it. Right now it just takes them to a dead page.
If a client requests an appointment through the client portal for a future date then have those appointments automatically approved and added to my calendar.
Allow phone keyboard settings to apply to secure messaging
If my phone's keyboard settings, such as auto-capitalization, auto-correct, spell check, are enabled then have that carryover to secure messaging when composing a message from my phone.
Guest
about 1 year ago
in Messaging
1
Future consideration
Request appointment location change through client portal
Allow a client to request a change to their appointment location (e.g. from in-person to telehealth or vice versa) without having to cancel the appointment and request a whole new one.
1
Future consideration
1
Future consideration
