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Client Portal - Therapists
Client Portal - Therapists
28 articles in this collection
Written by
Lauren Smith
and
Azure Hardy
Manage Client Portal Appointment Notifications
Members of the Client Portal receive appointment notifications by default. You can control which notifications they receive.
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.
Written by
Lauren Smith
Updated over a week ago
Allow Staff to Invite Clients to the Client Portal
Give staff rights to invite clients to the client portal.
Written by
Lauren Smith
Updated over a week ago
Invite Clients to the Client Portal
Article covers who can invite clients to the client portal, how they can invite them, and steps.
Written by
Lauren Smith
Updated over a week ago
Re-Invite Clients to The Client Portal
Re-invite or resend the client portal invitation to clients
Written by
Lauren Smith
Updated over a week ago
Confirm/Decline Client Appointments received from the Client Portal
Written by
Lauren Smith
Updated over a week ago
Send Attachments to Clients via Secure Message
Users can attach files to Secure Messages
Written by
Lauren Smith
Updated over a week ago
Client Has New Email Address for Client Portal
Article covers how to update a client's login information for the client portal
Written by
Lauren Smith
Updated over a week ago
Send Intake Forms
All the ways to send intake forms to clients in the client portal
Written by
Lauren Smith
Updated over a week ago
Getting Started With the Client Portal
Send Intakes, collect payments, send and receive secure messages, and allow self-scheduling with the Client Portal
Written by
Azure Hardy
Updated over a week ago
Enable Secure Messaging
Allow for HIPAA compliant messaging through the client portal.
Written by
Lauren Smith
Updated over a week ago
Explanation of Client Portal Shortcuts
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
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.
Written by
Lauren Smith
Updated over a week ago
Allow Clients to Pay Online
Written by
Lauren Smith
Updated over a week ago
Service Types are Not Showing in the Client Portal
Each Therapist will need to setup their self-schedule settings before allowing clients to book online
Written by
Lauren Smith
Updated over a week ago
Who Receives Notification of an Online Payment?
If you're subscribed to the Client Portal and allow payments online, you may wonder how you'll be notified of a payment being made.
Written by
Lauren Smith
Updated over a week ago
Add Custom Forms to the Client Portal
How to add the custom forms you created to the Client Portal.
Written by
Lauren Smith
Updated over a week ago
Receive Email Notifications for Client Portal Appointments
Staff can receive an email notification when clients book online via the client portal.
Written by
Lauren Smith
Updated over a week ago
Disable Clients Self-Scheduling
You can disable scheduling organization wide or for a particular client.
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.
Written by
Lauren Smith
Updated over a week ago
Intake Forms
Using Intake Forms with the Client Portal
Written by
Lauren Smith
Updated over a week ago
How to Resend Intake Forms
If your clients haven't filled out their forms yet and you wish to "push" them to complete them, you can always resend the forms.
Written by
Lauren Smith
Updated over a week ago
Send New Intake forms to Existing Client Portal Users
Once a client completes their initial intake forms they can fill out additional forms using the shared forms option
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.
Written by
Lauren Smith
Updated over a week ago
Print Blank Intake Forms
Written by
Lauren Smith
Updated over a week ago
How to Revoke Intake Forms
After sending intake forms to a client through the portal it's possible to revoke those uncompleted forms.
Written by
Lauren Smith
Updated over a week ago
Unable to Revoke, Resend, or Share New Forms
The Share New Forms and Revoke Buttons are Greyed Out
Written by
Lauren Smith
Updated over a week ago