TheraNest Ideas Portal
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Messaging

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Add documents from a message to a case

When a clients send me documents via a message through their TN portal, allow me to upload those documents directly to their case without first having to upload them to my computer and then to their case. I prefer not to have client-sensitive info...
Rachael Hendry about 1 month ago in Messaging 0 Future consideration

Customize email that is sent to clients when they receive a new secure message

Allow me to customize the email clients receive when they have a new secure message on the Client Portal. I send messages on behalf of the provider and I want the message to indicate the provider it's "from" rather than me.
Guest 12 days ago in Messaging 0 Future consideration

Automatically copy messages from secure messaging to a client's contact log

I want secure messages sent from a client copied to their contact log automatically.
Guest over 1 year ago in Messaging 4 Future consideration

Allow contact to still access secure messaging if archived

If a client is archived but the client is a contact of another client, allow them to still access secure messaging for their contacts.
Guest 8 months ago in Messaging 2 Future consideration

Make it easier for clients to compose portal messages from phone

Our clients are saying it's difficult to compose portal messages when using their mobile device. Make it easier for them to compose messages so we don't receive incomprehensible messages.
Guest over 3 years ago in Messaging 0 Future consideration

Add Organization Staff to Client Portal Secure Messages

When sending a Client Portal Secure Message, add the ability to CC, BCC, and/or forward the message to other Organization Staff members.
Guest 7 months ago in Messaging 0 Future consideration

Display announcement to all clients on portal

Allow me to send an announcement or reminder to all clients that they will easily see when they login to the portal.
Guest over 2 years ago in Messaging 2 Future consideration

Allow clients to reply to portal message from unassigned staff

As an administrator, I sent a message to several clients but they were unable to reply because I was not assigned to the clients in TheraNest.
Guest over 3 years ago in Messaging 0 Future consideration

Revoke secure messages

Allow me to revoke a secure message in case I accidentally sent it to the wrong client.
Guest over 1 year ago in Messaging 0 Future consideration

Archive secure messages

Allow me to archive secure messages. I may want to keep them but don't want them in my inbox.
Guest over 1 year ago in Messaging 3 Future consideration