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222 VOTE
Status Completed
Categories Invitations
Created by Guest
Created on Mar 14, 2018

RELATED IDEAS

Allow non-admin staff members to invite clients to client portal

Grant ability to invite client to client portal to non-admin users. Clients can only be invited from the client portal settings page, which is located under the Organization tab. As a result, only admins can invite new clients to the portal.
App Type TheraNest Client Portal
  • ADMIN RESPONSE
    Aug 23, 2024
    We’re excited to let you know this suggestion has been implemented! Today we released an update that expands staff permissions so that non-admin staff members can send client portal invitations to their clients. Staff members with adequate permissions will have the ability to send invitations from the Client Details page. Organization administrators can control which staff members have the ability to send invitations by editing their staff members’ permissions. To learn more about this release, you can visit our TheraNest Knowledge Base. https://help.theranest.com/en/articles/4540115-allow-staff-to-invite-clients-to-the-client-portal Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
  • Attach files
  • Guest
    Reply
    |     Oct 16, 2020
    It would be helpful to allow therapists to provide invites to client portal, without having to have them have access to everything. Or at the bare minimum being able to view their own clients.
  • Guest
    Reply
    |     Oct 14, 2020
    YES!!!
  • Guest
    Reply
    |     Oct 14, 2020
    Yes please make this change!!
  • Guest
    Reply
    |     Oct 14, 2020
    Please make This change
  • Guest
    Reply
    |     Oct 13, 2020
    Please allow this!!! I don’t want my staff to have all the access I do. But I do want them to have the client portal.
  • Guest
    Reply
    |     Oct 7, 2020
    This would be so helpful!
  • Guest
    Reply
    |     Oct 7, 2020
    At our office we have two admin staff who schedule appointments, send portal information and intake documents. They are not clinicians and only do the scheduling but I have to give them full organization permissions in order for them to do this. Can we have a different permission level for this so they can send documents, schedule appointments for the other counselors and do portal invites but not also be able to view everything else?
  • Guest
    Reply
    |     Sep 23, 2020
    Clinicians should be able to invite their client to the portal and select which forms to send them. As the administrator I have to take time out to have conversations when they want me to send an invite, then which forms they want me to attach. It's very time consuming and I only have 7 I oversee.
  • Guest
    Reply
    |     Sep 23, 2020
    Allow Therapists to access client portal without having admin. permission. Especially important as more and more virtual work being done.
  • Guest
    Reply
    |     Sep 7, 2020
    Yes, please allow staff members this option.
  • Guest
    Reply
    |     Sep 3, 2020
    Please make this change. Staff need to be able to invite their own clients to the client portal w/o also having access to all organizational functions. Unfortunately, I may need to consider other programs as a result of this limitation.
  • Guest
    Reply
    |     Sep 2, 2020
    This is critical for a group practice! Please please please change this so we can grant permission! This is a dealbreaker for me interns of functionality I
  • Guest
    Reply
    |     Aug 31, 2020
    This is so important!!! Please make this a priority. Such a huge burden that this permission does not extend to individual therapy level.
  • Cherelle Brown
    Reply
    |     Aug 29, 2020
    Allow all staff to send Client Portal log in links to their clients.
  • Guest
    Reply
    |     Aug 27, 2020
    Please please make this change. Therapists need to be able to invite their own clients without having full access to all organization permissions!!
  • Guest
    Reply
    |     Aug 26, 2020
    YES PLEASE MAKE THE CHANGE!!!
  • Guest
    Reply
    |     Aug 18, 2020
    We need this feature, to not all admin full access to the entire account. We need them to invite clients tot he portal, without have full financial and owner access. This is not scalable for our group practice as I have to be available daily to send invites out to new clietns.
  • Guest
    Reply
    |     Aug 14, 2020
    Please change the features in Theranest to allow for an administrator to have exclusive access to payroll while other therapists only have access to the client portal. The reasoning behind this is because in a group practice it makes sense for therapists to be able to invite their own clients to Theranest client portal. However, it creates division and discord in a team where all members can look at anyone else's payroll. These features should be separated.
  • Guest
    Reply
    |     Aug 11, 2020
    Yes this would be a very helpful feature.
  • Guest
    Reply
    |     Aug 4, 2020
    Please update to allow customized permissions vs the groupings that are currently available, not all features in each option should be available to individual Provider, the choices are poor and ineffective to any account with more than one Provider. We pay a monthly for each Provider to have portal access yet they can not send forms to clients, one of the selling features of purchasing a portal subscription. Please fix this STAT.
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