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
7 months ago
in Messaging
0
Future consideration
Hold client communication until resume of business hours
Many transactions related to payments, statements, collections, etc. occur after business hours. Allow us to create the invoice or payment link, but if made after 7 pm, queue up the email as a delay and send it out at 8 am the next morning.
Don't allow me to enter future dates in birthdays and reports
When entering a client's birthday or running some reports, TheraNest will accept dates far in the future (e.g., 01/01/2052). Warn me when I enter a date this far in advance to help me review and correct my potential errors.
Cindy Hooper
7 months ago
in Clients & Groups
0
Future consideration
Remind me which clients want superbills because I have some that want them and some that don't and it would be easier if I was reminded of these clients or they were designated somehow.
Greta Pankratz
over 4 years ago
in Billing & Payments
1
Future consideration
Hi-- we have been using your system for about two months now at our Intensive Outpatient Program and are overall very happy. We have about 25 providers who we would like to give limited access to the site. So that notes can be done and accessed by...