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Client Account Management

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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.
Guest about 2 years ago in Client Account Management 1 Future consideration

One portal account across multiple practices

We have clients that see multiple providers and each provider has their own TheraNest account. Allow my clients to log in to one portal account to access multiple providers.
Guest over 2 years ago in Client Account Management 1 Future consideration

Client Notes on Customize Grid

If you could please add "client notes" as an option for "customize grid" on the "Clients" tab it would be greatly appreciated. This would streamline many of our processes and save a lot of time for our practice. Thank you.
Guest over 3 years ago in Client Account Management 0 Future consideration