Permissions: You must have Organization Administration Permissions.
Secure Messaging is an add-on feature in TheraNest. By default, all Therapist will be able to utilize the Client Portal for Client Invites, Intake Forms and Accepting Payments (if you have setup Credit Card Processing with TheraNest) additional Client Portal feature that requires a subscription. Once subscribed, you can enable Secure Messaging.
- Click Organization in the primary navigation bar.
- Click Client Portal in side menu. Ensure you're on the Settings tab.
- Switch Allow secure messaging through Client Portal toggle so it shows as Turned On.
Once enabled, subscribed Therapists can send secure messages via the envelope icon at the top of their screen.