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

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

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

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

Who Receives Notification of an Online Payment?

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

Send Attachments to Clients via Secure Message

Users can attach files to Secure Messages

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

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

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

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

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

Print Blank Intake Forms

Written by Lauren Smith
Updated over a week ago