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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Feb 9, 2018

Don't allow certain fields to be updated in the client portal

Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
App Type TheraNest Client Portal
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  • Guest
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    Jan 23, 2023
    It would be great for there to be an on/off option for clients being able to change the insurance information on record. We've had clients who mis-enter or don't inform us of a change of insurance because they thought changing it directly in TheraNest meant they were good to go. Our practice only takes some plans and does benefit checks before billing to ensure we are billing correctly and this issue has come up more than a few times. Would love for this to be added
  • Guest
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    Aug 26, 2020
    Agree, pls add when you can
  • Guest
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    Jun 9, 2020
    Edit to Demographic info to make it customizable. Be able to hide/edit fields. Change drop down menus, mandate fields to improve insurance billing capability etc.
  • Guest
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    Jun 3, 2020
    Some of the client details and other forms sent via portal has unneeded info asked. I would like to be able to edit. such as I do not wish or need social security numbers on my clients.
  • Rachael Eichhorn
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    May 28, 2020
    It would be valuable if we as admin could be the only ones to change or eidt any CMS feilds which can cause billing issues or denied claims. The recent expample is the Legal gender which has to match insurance.
  • Rachael Eichhorn
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    May 28, 2020
    It would be valuable if we as admin could be the only ones to change or eidt any CMS feilds which can cause billing issues or denied claims. The recent expample is the Legal gender which has to match insurance.
  • Guest
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    May 13, 2020
    We would like to utilize TheraNest Client Portal but due to limitations with insurances certain client information should not be changed. For example, clients names and DOB's are often listed specifically within insurance policies. Client may get on the Portal and feel the need to change the information because they "believe" it is incorrect. When in fact, it is exactly as it should be. Could TheraNest add an option to DISABLE clients from being able to edit their Demographic information themselves in Client Portal. We would like to see ALL aspects of Portal (not just some) controllable on our end.
  • Guest
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    May 5, 2020
    The ability to edit fields in client demographic/account information would be useful (similar to editing form for intake paperwork and consents). Barring that, a simple toggle field to turn those features off would be helpful.
  • Guest
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    Apr 13, 2020
    It would be great if providers had the ability to turn on/off permissions for client's to update their demographic info via the Client Portal.
  • Guest
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    Aug 22, 2019
    The biggest problem is that there is no indication of CLIENT-ENTERED demographic and financial and other information. It would be good if changes were highlighted and ADMIN/CLINICAN could approve / accept the change. OR if this option could be turned off.
  • Guest
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    Aug 8, 2019
    Optional setting for Org admin to disable client ability to remove information from client portal account. Most helpful would be to prevent client from removing Credit Card information and Insurance details.
  • Guest
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    Mar 13, 2019
    Right now clients are able to change their name and address which affects our claims. Insurance will often deny a claim if the client’s name or address is different.
  • Guest
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    Sep 28, 2017
    the client has alot of control under the client portal to be able to remove details or change details that would affect billing negatively.