Invitations

Showing 5 of 1967

Track sent, pending, accepted client portal invitations

I have sent Therabook invitations to several clients at one time, but then maybe one or two don't always sign in to the portal in a timely manner. A week or two passes, and then I can't remember who I have sent invitations to and who I maybe overl...

Guest over 7 years ago in Invitations 8 Future consideration

23 VOTE

Customize client portal invite message

Allow me to customize the default client portal invitation message outside the invitation process so I don't have to change it every time I invite someone to the portal.

Guest almost 6 years ago in Invitations 11 Future consideration

23 VOTE

Add "Send Client Portal Invite" option when adding a new client

At the bottom of each Add New Client box where we are putting in their name for the first time, to have a check box ‘send client portal invitation’ so we could check and send auto from there. And ideal if we get the option of whether to default th...

Guest almost 6 years ago in Invitations 2 Future consideration

1 VOTE

Allow more than one client/family member to have access to the client portal

I have situations in which multiple family members (ie divorced parents where both parents have shared custody, parent and teen, etc) that need access to the client portal to be able to receive reminders, telehealth links, ability to pay, etc

Guest 3 months ago in Invitations 0 Already exists

2 VOTE

Customize message when clients sign up for client portal via New Invitation Link

When I send the New Invitation Link to a client allow me to customize the message that appears above the signup box.

Guest about 3 years ago in Invitations 1 Future consideration

Please enter your email address

FILTER BY CATEGORY