Permissions: Therapists can manage their own email notifications.
By default, when an Appointment is scheduled via the Client Portal you will see a visual notification on the Calendar icon in your global navigation bar.
Additionally, as a Therapist, you can enable email notifications for Appointment Requests and Cancellations. If enabled, every time a Client Self-Schedules or Cancels an Appointment in the Client Portal, you will get an email where you can then, quickly access the Appointment to Confirm or Decline.
NOTE: Client Self-Schedule is an add-on feature in TheraNest. Before utilizing, it must be enabled on in TheraNest by an Organization Administrator and Staff Member must be added to Client Portal.
Enable Email Notifications
- Click your Name in top right corner and select Client Portal Settings.
- Scroll to Notifications section.
- Mark the Email me when an appointment is created/rescheduled/cancelled on Client Portal box.
- Click Save Settings.