Client Portal - Therapists

Amber Ferrero Laub avatar Lauren Smith avatar
21 articles in this collection
Written by Amber Ferrero Laub and Lauren Smith

How to Revoke and Resend Intake Forms

Revoking and re-sending intake forms to clients
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Written by Amber Ferrero Laub
Updated over a week ago

Explanation of Client Portal Useful Links

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Written by Lauren Smith
Updated over a week ago

Receive Email Notifications for Secure Messages

Article walks staff through how to enable email notifications for when a client sends a secure message
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Written by Lauren Smith
Updated over a week ago

Creating Your Client Portal Settings

Article includes video on multiple client portal settings each staff member has control over.
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Written by Lauren Smith
Updated over a week ago

Accept Client Signature on Intake Forms in the Client Portal

This article covers clients signing the Intake Forms available on the Client Portal.
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Written by Lauren Smith
Updated over a week ago

Subscribe or Add Therapists to the Client Portal

Article covers how to subscribe staff to the client portal.
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Written by Lauren Smith
Updated over a week ago

How to Save Intake Forms to My Computer

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Written by Lauren Smith
Updated over a week ago

Who Receives Notification of an Online Payment?

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Written by Lauren Smith
Updated over a week ago

Print Blank Intake Forms

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Written by Lauren Smith
Updated over a week ago

Missing Envelope Icon

If you do not see the envelope icon in your header of TheraNest that means you do not have access to secure messaging.
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Written by Lauren Smith
Updated over a week ago

How to Allow Clients to Pay Online

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Written by Lauren Smith
Updated over a week ago

How to Set Your Self-Schedule Settings for the Client Portal

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Written by Lauren Smith
Updated over a week ago

How to Invite Clients to the Client Portal

Article covers who can invite clients to the client portal, how they can invite them, and steps.
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Written by Lauren Smith
Updated over a week ago

Add Custom Forms to the Client Portal

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Written by Lauren Smith
Updated over a week ago

Receive Email Notifications for Client Portal Appointments

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Written by Lauren Smith
Updated over a week ago

Turning Off Client Self Scheduling

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Written by Lauren Smith
Updated over a week ago

Send Mass Message to Clients

Clinicians can send a mass secure message to all active clients with a client portal account.
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Written by Lauren Smith
Updated over a week ago

Send Attachments to Clients

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Written by Lauren Smith
Updated over a week ago

Using Intake Forms with the Client Portal

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Written by Lauren Smith
Updated over a week ago

Editing Client Portal Links for your Clients

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Written by Lauren Smith
Updated over a week ago

Confirm/Decline Client Appointments received from the Client Portal

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Written by Lauren Smith
Updated over a week ago