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Notification for client portal account creation

Notify me when a client registers for the client portal so I can follow up with a phone call if they don't schedule an appointment.
Guest over 6 years ago in Messaging & Notifications 14 Future consideration

Calculate and track assessment scores

When filling out clinical assessments (e.g., PHQ-9, GAD-7) have TheraNest automatically calculate the total and track the scores over time for a client.
Guest almost 5 years ago in Notes & Cases 15 Future consideration

Archive clients on prospective clients list

Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
Guest about 3 years ago in Clients & Groups 3 Future consideration

Remove client name from billing reports

When running billing reports, allow me to customize the grid to remove the client's name. I want to print the report without their name or only their ID so their identifying information isn't shown. Sometimes we have to show these reports to peopl...
Guest almost 3 years ago in Reporting 14 Future consideration

Subtract from staff billing when refunding client

We use the staff billing tab to pay our staff on a monthly basis. Therefore, it would be helpful if there was a way to subtract an amount from the staff billing when we have to pay back a client for an overpayment in their copay. At this time, the...
Guest 4 months ago in Billing & Payments 0 Future consideration

Shared credit card for families

Functionality to save a credit card on one family member's profile that can be accessed and charged for other family members' invoices.
Guest almost 6 years ago in Billing & Payments 4 Future consideration

Show intake forms individually on the client portal

If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.
Guest over 1 year ago in Intake Forms 2 Future consideration

Add signature to secure messages

When sending a secure message from TheraNest to the client portal, allow me to include my signature.
Cherelle Brown over 4 years ago in Messaging & Notifications 8 Future consideration

Customize the cancellation fee per client

Allow me to create different cancellation fees for each client.
Guest about 1 month ago in Billing & Payments 0 Future consideration

Add "other" option to dropdown and multi-select form elements

When creating a dynamic form I would like an "other" category in the dropdown and multi-select form elements that would allow the client to fill in a different answer that's not in the list.
Guest about 2 months ago in Dynamic Forms 0 Future consideration