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Client Account Management

Showing 18 of 2013

Allow archived client's to access client portal

Allow archived clients to access the client portal so they can continue to make payments or request new appointments if needed.
Guest over 6 years ago in Client Account Management 5 Future consideration

Display warning on client portal to not contact if emergency

Allow clinicians to display a warning to not use the client portal for clinically urgent matters and to call the office or the local crisis number if the client cannot wait for the next time they have an appointment.
Guest about 3 years ago in Client Account Management 5 Future consideration

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

Collect contacts in the client portal

Allow me to collect information for a client's contact network (either through an intake form or the Client Portal) and have that populate in their Contact Network in the application.
Guest 10 months ago in Client Account Management 0 Future consideration

Display organization logo in client portal

I would like to have my Logo show in the client portal so it looks more customized to my business.
Guest over 7 years ago in Client Account Management 2 Future consideration

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 over 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 almost 3 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 almost 4 years ago in Client Account Management 0 Future consideration