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TheraNest Client Portal

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Identify client's insurance as plan year or calendar year

Allow me to note whether a client has a plan year or calendar year for insurance purposes because it helps with insurance verification.
Guest 12 days ago in Client & Billing Details 0 Future consideration

Add button to Client Portal to navigate Client to Practice Website

Add a customizable button to the Client Portal that will navigate Clients to the Practice's website. The button can be configured by the Organization Administrator with the URL of the Practice's website.
CMHC Admin 2 months ago in TheraNest Client Portal 0 Future consideration

Show states in alphabetical order when entering a client's address

Display the states in alphabetical order when entering an address for a client.
Cindy Hooper 16 days ago in Client & Billing Details 0 Future consideration

Add documents from a message to a case

When a clients send me documents via a message through their TN portal, allow me to upload those documents directly to their case without first having to upload them to my computer and then to their case. I prefer not to have client-sensitive info...
Rachael Hendry about 1 month ago in Messaging 0 Future consideration
270 VOTE

Allow multiple client signatures on intake forms

Allow me to add multiple client signatures to intake forms. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest over 6 years ago in Intake Forms 64 Future consideration
236 VOTE

Allow clients to upload files to the Client Portal

Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.
Guest about 6 years ago in Client & Billing Details 62 Planned
224 VOTE

Allow clients to review and sign treatment plans from the client portal

If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.
Guest over 6 years ago in Client & Billing Details 83 Future consideration

Customize email that is sent to clients when they receive a new secure message

Allow me to customize the email clients receive when they have a new secure message on the Client Portal. I send messages on behalf of the provider and I want the message to indicate the provider it's "from" rather than me.
Guest 12 days ago in Messaging 0 Future consideration

Sending Assessments to Clients Automatically

Add the option to automatically send assessments to Clients on a monthly, bi-monthly, quarterly, and yearly basis.
Guest 2 months ago in Client Account Management / Clients & Groups 0 Future consideration
105 VOTE

Make demographic fields on client portal required

Allow me to make certain demographic fields that appear on the client portal required.
Guest almost 5 years ago in Client & Billing Details 30 Future consideration