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.
When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
Guest
over 1 year ago
in Intake Forms
0
Future consideration
Add option to disable Client Portal "save time and complete intake forms" banner
Add an option within the Organization's Client Portal settings to disable the "To save time before your first session, please fill out intake forms" banner displayed to Clients in the Client Portal.
Guest
8 months ago
in Intake Forms
0
Future consideration
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".
Most of my clients are independent with activities of daily living. Rather than having to click through 13 drop down menus, it would be nice to have a box to check to mark them all as independent.
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.
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.
Make it easier to view a client's future appointments
Make it easier to see a client's future appointments. Right now I have to run a report or go to the client's appointment history, add filters, and sort the date. I need to get to this information quicker.
0
Future consideration
