Skip to Main Content
TheraNest Ideas Portal
ADD A NEW IDEA

Client & Billing Details

Showing 16

Don't select to group all appointments into a single claim when creating invoices from the agenda

When I create an invoice from the Agenda, don't automatically select the option to group all appointments onto a single claim.
Guest 4 months ago in Client & Billing Details 0 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

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

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

Allow clients to fill out Additional Details in the Client Portal

The additional details page gets overlooked a lot and as a result, isn't filled in. Allow clients to fill out this information on the client portal.
Guest about 5 years ago in Client & Billing Details 2 Future consideration

Filter out insurance payments - Payment history

The ability to filter out insurance payments on the clients payment history.
Guest about 4 years ago in Client & Billing Details 0 Future consideration