Select which individuals in contact network get intake forms (Family Accounts)

I agree that The Contact Network lacks transparency for the clinician to see what forms are being sent to contact in the contact network - should be able to select forms from a drop down list after the invitation to the portal is sent. The inability to resend forms until contact has created an account, has been problematic.

The Contact Network should allow clinicians to select which forms are seen by whom. Parents can have different types of parental rights and agreements and should not have access to the other parent's forms. Parents should not have access to teen forms when they are invited to the portal for payment. Allow clinicians to see what forms are available for each client, give contacts permissions for the forms the contacts can have access to. Allow clinicians to make corrections to intake forms sent (and not yet completed) at any time.

Add a permission to Contact Network for accessing forms, or have them only be able to access forms they have submitted. Maybe an option to send to additional emails. We have divorced parents that both want access to the client portal, but we don't want them to have access to credit card info. etc. on the intake forms that we have.

I generally like TheraNest but a feature that is consistently making me considering switching to another practice management system is the challenge of managing divorced parents for a child client. The Contact Network lacks transparency for the therapist to see a) what forms are being sent to contact (it's hard to remember to have to go to the Client Portal and check the forms to be sent, then go back and send the invite), b) no transparency if contact has received anything, c) inability to resend forms until contact has created an account, d) inability to add to what forms have been sent (as mistakes happen easily because of the process of having to check forms on the client portal) or send any corrective messages through the system until contact has created an account, and e) utter confusion about what forms have been sent when scrolling down in General Documents section. That section doesn't show the forms sent to the email ON the actual account (one parent) and the contact network contact. It only shows one set and it's not clear who these were sent to. If this sounds confusing, it's because it really really is. I have worked with other systems in the past and this is very very unuser friendly. I regularly run into issues here because it's so hard to remember how this work and users can't find the email and then I can't resend the forms and we are all stuck. You need a feature in the Contact Network that operates similarly to inviting an individual to their own profile, where you can choose the forms to be sent at the time and have two separate contact entries that show what forms have been sent, allow you to resend them, Could there be a resend email option to complete your intake, after it has been sent before the account is created? Simply resending the same link? People clearly don't manage their email very well. So, could there be a URL I can send to help them that takes them to the same place? I don't know your system architecture but you do. Clearly this is not easy to fix or you would have. Please do! Honestly, I look like an idiot to parents when this doesn't work and they don't care if it's your backend or me. And, it's wasting a ton of my time and is very frustrating. I cannot be the only person who struggles with this. I work with lots of kids of divorced parents and I'd like to know that you are working on this or I am considering switching to another system. The communication about the switch to Stripe has been confusing. I am left with the impression that new consent will be needed when I swich to using Stripe but not clear? If that happens, it is my window to considering switching all together to a new system. Please do something about this! And let me know what your plan is. PS: In the past I have been told that one parent has to complete the forms before the other parent can do it. Is that true? As there is no transparency, and I worked 20 years in enterprise software, I can't figure out what is really going on and so I feel super stuck. Maybe someone can explain it better and I can find a workaround but this is very very frustrating. Last, I created an additional contact details form but there needs to be a clear option for a kid with two parents to be able to enter two names and addresses. Otherwise, one parent - first to complete forms - will change it from the other parent and I am playing catchup. The additional contact info form isn't the same and inconvenient. Please make divorced parents a priority as it's very very common for kids in therapy.

When giving parents access to their child's client portal through the client contact network, it would be very helpful to be able to select which intake forms to send them at the same time as that invitation....similar to inviting a client to the portal normally.

Undo the functionality whereby ALL forms are sent out when a contact network is added to a new client. We have several different types of intakes so this is very disfunctional for us. For example, we do not need couples intake forms sent out when we ware setting up a contact network for siblings. We only need our child forms sent out.

Allow me to send paperwork to 2 different emails while only using one account so couples can have one account but each one fill out paperwork

Yes please! So much liability could be avoided.

When setting up a contact network with access to the client portal, it would be nice to have a way to ensure forms that are shared through the portal remain confidential to the client that filled out the forms. For example, client is a teen minor and has an intake form to fill out. Mom is the invited to the portal to fill out a questionnaire and credit card authorization form. But now, mom has access to the teen’s filled out form, which is no longer HIPPA compliant. Is there a way to make separate document areas for each email invited to the portal?

At least allow us to choose what forms get sent out. Right now EVERY SINGLE FORM I have goes out immediately. So even though I am sending an invite for a parent to complete forms, they are receiving forms for couples, individuals, supervision candidates, GFEs, HIPAAs, etc. Many more forms than are needed. Please help with this asap!

Just so everybody knows, if you add two divorced parents to a child's contact work, each parent can SEE the other parent's forms (including credit card information). This is a major violation, just FYI.

Please change how the Contact Network feature automatically sends ALL paperwork once you click Add Contact. This is confusing to clients and requires us to immediately call the client and tell them to disregard the additional forms. Please allow us to only choose select forms when a Contact Network is set up.

Being able designated which email the access for specific forms is being sent to, so that when clients are minors but we may need them to fill out a questionnaire about their symptoms, but need the guardian to fill out the release paperwork, informed consent, etc. Right now, the signature is electronically collected via client portal, but if there's no designation as to who the form is sent to specifically, who is to say the client didn't just fill in the guardian's name? I can see this being needed in other cases as well, as with foster parents where DSS may have custody and different people need to sign or fill out different things.

Our intake team is often working in Theranest simultaneously. If we change the default forms and save to send to one client's contact network, and another admin changes the defaults to another set to send to another client's contact network at the same time, we risk sending the wrong forms. It is ESSENTIAL that we be able to customize which forms go to which client.

Allow the same email to be used for different clients

Be able to send a form through client messaging. This would allow form to only go to client and not client's contact (for confidentiality reasons)

Minors have confidentiality from parents. Yet parents need to sign consent as a contact. Need to be able to designate if a form sent through the portal is for the client or the contact or both. Need to be able to keep forms sent to JUST the client invisible from contact.

It would be helpful with minor clients to be able to send certain intake forms to the parents and certain forms to the minors and not have all parties have access to see the responses on all the forms

For families with divorced parents with specific court agreements, there needs to be an option that parents in a client's network can only see their own documents (such as intake documents), not the ones sent to/completed by another parent. For example, I have siblings on my client list. They have divorced parents with specific agreements for payments and how they communicate. If I set up both parents in the portal within the contact network, both parents can see the forms the other parent completed. In one specific case, the parents are not allowed to have this type of overlap based on their court order.

Allow intake forms to be sent and signed by two sets of parents simultaneously. This would be helpful in divorce cases where both sets of parents need to sign consent. Right now we have to send it twice, once to the first parent, then once that has been signed we send it again to the other parent.

When using the contact network where they have different email accounts and log in info, why they can see each other's info? This is an issue with co-parents and couples being able to view each other's answers. If they share a portal and complete paperwork, then couples aren't comfortable being honest with intake forms knowing their partner or co-parent can read the forms. If they have separate portal logins they shouldn't be able to see each other's forms. 2. Client should only have access to see appointments and what has been paid. If it is because it downloads their information to the general documents tab, can other clients not set up for contact network see files that we put in the general documents?