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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Dec 9, 2022

Filter clients when sending a secure message

Filter clients by certain attributes (e.g., self-pay, has insurance, etc.) when sending a secure message to multiple clients.
App Type TheraNest App
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  • Guest
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    Feb 21, 2024
    It would be extremely useful to be able to send a mass email to all of the clients with a particular flag. It doesn't seem like the flagged lists are useful for much when you can't customize an email to that list, and you can't see the flags on the Billing pages (I realize that's a separate issue).
  • Guest
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    Sep 25, 2023
    Add a filter in the secure message portal. Preferably client flag filters where we can send only to clients with that flag, or remove clients who have that flag. Also, filters that allow us to send to clients assigned to a certain therapist only, or remove clients who have that therapist
  • Guest
    Reply
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    Sep 11, 2023
    Hello, Currently there is an option for me to send a message to all active portal members. I would like to suggest that you add a feature that would allow me to send a message to all clients assigned to a specific therapist. For example, if a therapist will be on vacation, it would be nice to be able to type in the therapist's name and send a message to all of their clients reminding them they will be out of the office. Thank you for your time and consideration. Marissa Revord Office Manager Fun First Therapy info@funfirsttherapy.com