Don't allow certain fields to be updated in the client portal
Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
Allow me to embed a calendar or calendar link on my organization's website so prospective clients can schedule a consult or initial appointment with me without having to use the client portal.
Set which staff member a client can schedule an appointment with on the portal
When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.
Allow me to quickly copy a client's address or insurance to another client. Sometimes we have family members with the same address and insurance and it would be easier to copy the information than retype it.
Guest
about 11 years ago
in Clients & Groups
0
Future consideration
If I have double-booking disabled for my calendar, allow me to override that setting when creating an appointment. I may want to make an exception for certain appointments.
Add "Send Client Portal Invite" option when adding a new client
At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default th...
Guest
almost 6 years ago
in Invitations
2
Future consideration
Customize risk assessment fields of a progress note
When completing the Risk Assessment portion of a progress note, allow me to add custom fields beyond "Suicidality" and "Homicidality" such as "Violence", "Substance Use", and "Eating Disorder".
Guest
almost 3 years ago
in Notes & Cases
6
Future consideration
Email Google Calendar invite to clients when scheduling appointments
Clients have asked for an email invitation, or a calendar invitation similar to what iCal or Google Calendar can do. If TheraNest had a email invitation link that would sync with clients' iCal or Google Calendar (those seem to be primary) then we ...
2
Future consideration
5
Future consideration
