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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

Create private clinical notes

Allow me to create psychotherapy notes that are private as part of exceptions to the open notes mandate.
Guest about 4 years ago in Notes & Cases 4 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 ...
Guest almost 6 years ago in Calendar & Scheduling 5 Future consideration

View client's statement history

Once statements are generated, there is no way to access them to reprint or see what was included on the statement. It would be helpful to have a record of past statements that were generated to access again at a later date, similar to what bank o...
Guest over 4 years ago in Billing & Payments 8 Future consideration

Instructions for intake forms

Allow me to create instructions for our intake forms that the client sees when they fill out the form on the portal.
Lara Davis 3 months ago in Intake Forms 0 Future consideration

Only show available forum types when client's self-schedule

If I've only set my availability as Telehealth don't show the "In-person" option when clients request appointments on the Client Portal.
Lara Davis 3 months ago in Appointments & Scheduling 0 Future consideration

Show which notes have been submitted to a supervisor on the Agenda

When viewing the Agenda, show me which notes have been submitted to my supervisor.
Guest 10 months ago in Calendar & Scheduling 4 Future consideration

Permissions for appointment changes

Allow me to assign permissions to certain staff to make schedule changes. We don't want certain staff members the ability to edit or delete appointments.
Guest over 6 years ago in Practice Management & Administration 13 Future consideration

Draft secure messages

When sending a secure message to a client, allow me to compose and save a draft. I may need to jot some things down and then come back to edit and send later.
Guest about 4 years ago in Messaging & Notifications 5 Future consideration