Enable Client Portal Features/Settings

  Permissions: You must have Organization Administration Permissions.

Client Portal allows you to send a Client Intake Forms and accept Appointment Payments (if you have Credit Card Processing enabled). Settings and Features are set at an Organizational Level but once enabled you can turn features on and off at the Client Level.

Jump to Section [Video Overview] [Organization Client Portal Settings Glossary]  [Client Notification Settings]  [Settings at Client Level]

Setting Definitions

Client Portal Settings are Organization wide, but can be turned off at the Client level if desired.

1. Click on Organization in the primary navigation bar. 
2. Client Portal from the side menu. Client Portal Settings display at top.
3. Toggle Settings On and Off as desired. See Setting definitions below.

Allow Payments through Client Portal 

If you have enabled Credit Card Processing with TheraNest, you can toggle this ON to allow Clients to pay for Appointments within their Client Portal. IMPORTANT: This will be greyed out if you have not enabled Credit Card processing with TheraNest.  Related Articles: Therapist: Request Payment via Client Portal  Client: Pay for Appointment via Client Portal

Display Insurance Info

If you enable this setting (ON) Clients will be able to add, view, and/or update their Insurance information via the Client Portal. The tab at the top of their Client Portal will be called Billing & Insurance Info. If turned OFF, only the Therapist will be able to add/update Client Insurance information. Related Articles: Therapist: Add/Update Client Insurance via TheraNest Client: Add/Update Insurance via Client Portal

**Allow Secure Messaging through Client Portal

This is an add-on TheraNest feature. If you enable this AND subscribe your Therapist, they will be able to send Secure Messages to their assigned Clients from the envelope icon to the Client's Portal.  Related Articles: Organization Administrator: Subscribe Therapists to Client Portal (Secure Messaging & Self-Schedule) Therapist: Send Secure Message Client: Receive & Send Secure Message

**Allow Clients Self-Scheduling through Client Portal

This is an add-on TheraNest feature. If you enable this AND subscribe your Therapist, Clients will be able to self-schedule appointments with assigned Staff Members via the Client Portal. Therapist will then have the ability to accept or decline Appointment requests via the Calendar icon. If this is enabled (ON), set your Organization wide settings for two additional features. Allows Clients to Schedule/Cancel an Appointment within 24 hours - If you enable (ON) these settings, Clients will be able to schedule appointments last minute Appointments with you. You will receive a notification via the calendar icon so you can still Accept or Decline these Appointments. Related Articles: Organization Administrator: Subscribe Therapists to Client Portal (Secure Messaging & Self-Schedule) Therapist: Accept or Decline Appointment Requests Therapist: Set Calendar Availability for Client Self Schedule Appointments Client: Schedule Appointments via Client Portal

Allow Clients to Add New Insurance Payers

If Display Insurance Info setting is enabled (ON), when Client's add new Insurance Information, if their Insurance is not listed, they will be able to add a new Insurance/Payer. This feature is rarely used. IMPORTANT: The Insurance Payer they add will be added to your TheraNest system.

Allow Client Portal Access for Client Contacts

Client Contact Network allows Client Contacts the ability to access a Client Portal Account to complete Forms, make payments and/or schedule Appointments for the Client through the Client Portal. A Client Contact Network can be used for parents or guardians to manage minor family members and other situations where one individual is responsible for another's care. Related Articles: Client Contact Network Overview

Hide location address on intake forms

Location address is shown on intake forms if I provide mainly telehealth services and I don't want clients knowing my home address, or for other reasons. Related Articles: Location vs Place of Service

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Client Notification Settings

Client Notifications can be set for specific notifications to be emailed to a client when someone:

• Deletes and appointment
• Cancels an appointment
• Reschedules and appointment
• Creates an appointment
• Declines an appointment request
• Confirms an appointment request
• Undoes appointment request confirmation/decline

Client Shortcuts

Clients are invited to the Client Portal automatically when Invite Client to Portal is used. You can also use the following links in specific situations:

Login Link

Share with your existing clients to direct them to the page where they can sign into their existing Client Portal account.

New Appointment Link

Share with your existing clients to allow them to schedule new appointments. Share with unregistered clients to schedule an appointment and create a new Client Portal account.

New Invitation Link

Share with your new clients who you have not already added to your TheraNest account. They can register in your system and create a new Client Portal account. When they create a Client Portal account they will be added to your TheraNest account as a Client. IMPORTANT: This link should not be shared with clients who have already been added to the system, it will create a duplicate Client account in the system.

Set Client Portal Settings at the Client Level

Once you have set Organization wide Client Portal Settings, you can turn off specific settings for individual Clients who are using the Client Portal.

1. Click on Organization in the primary navigation bar. 
2. Client Portal from the side menu. 
3. Scroll to Manage Clients section. Clients using the Client Portal display.
4. Locate appropriate Client and turn on or off desired Setting.
   

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