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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on May 22, 2023

Change verbiage on portal signup page if invitation was sent

If I've sent a parent an invite to the client portal, the signup page disables the name field but the instructions say to enter the minor's information, which is causing confusion for our parents.
App Type TheraNest Client Portal
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  • Guest
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    May 17, 2023
    When the contact receives the invitation to set up the client portal, the language is very confusing. I have attached an image. Dad is the contact for the minor client. He received the invitation to the portal. The instructions say, "Enter your information below to create a client portal account. If you are a parent or guardian creating an account for a minor, please enter their information." However, the names are greyed out, and he cannot change the name to his child's name. This has been a problem for almost all our contacts of minor clients. They question the therapist and it slows down the intake process. Could the language be changed for better clarity, especially since they CANNOT enter the minor's information on that set-up page? "You are setting up access to your child's portal. Your information is necessary to create a password. After you create a password, you will enter the child's information as the identified patient." or something like that.