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Customize portal invite message for contacts in contact network

When I add an individual to a client's contact network, allow me to customize the portal invitation message they receive.

Guest over 3 years ago in Clients & Groups 3 Future consideration

2 VOTE

Change "save & next" button on the client portal

When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.

Guest 7 months ago in Intake Forms 0 Future consideration

15 VOTE

Add second address field in client details

Allow me to capture two addresses for clients in cases of children with divorced parents or younger adults who have a college address and home address.

Guest about 4 years ago in Clients & Groups 7 Future consideration

23 VOTE

Indicate signed/unsigned custom form

I use custom forms as my routine documentation template, I would like to be able to quickly see which custom forms remain unsigned.

Guest over 6 years ago in Notes & Cases 3 Future consideration

11 VOTE

Send progress note with claim

When sending the claim to the payer, allow me to include the progress note.

Guest about 3 years ago in Billing & Payments 2 Future consideration

31 VOTE

Automatically populate city and state with the zip code

Have the client's city and state automatically populate when I type in the zip code.

Guest over 8 years ago in Clients & Groups 2 Future consideration

20 VOTE

Customize default message when sharing forms

When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.

Guest over 5 years ago in Clients & Groups 4 Future consideration

9 VOTE

Remind me of incomplete notes

Have TheraNest automatically remind me after so many days of notes that I haven't completed so I don't have to scroll through the Agenda or remember to run a report.

Guest over 2 years ago in Messaging & Notifications 2 Future consideration

3 VOTE

Allow admins to receive all authorization reminders

As an admin, allow me to receive all authorization reminders without having to assign myself to each client.

Guest 10 months ago in Billing & Payments 1 Future consideration

14 VOTE

Add insured ID # as customized grid option for clients list

When viewing the list of clients, allow me to include their insured ID #.

Guest almost 4 years ago in Clients & Groups 7 Future consideration

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