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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Oct 30, 2020

Export client records

Allow me to print or download a client's entire record, or records for multiple clients.
App Type TheraNest App
  • Attach files
  • Guest
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    Jul 11, 2024
    Being able to download all custom forms at one time like you can the progress notes would be amazing when doing Medical Records Requests.
  • Guest
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    Jul 11, 2024
    I know we can currently download all notes at one time, but being able to download other things such as case management, community support and info notes, etc. at once would be very helpful when doing records requests. Thank you
  • Guest
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    Jan 4, 2024
    We are closing in 6 months and just learned that there is not a way to download all records/notes without having to do it manually for each individual client. Apparently TheraNest isn't able to on their end either. This is thoroughly surprising.
  • Guest
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    Feb 27, 2023
    It would be nice to have a birds-eye overview of all the created notes and other activity in a client's file. When I click on a client, I have to click on "notes" and then view all of the progress notes separately from other things (i.e. contact or colleague consult notes, etc). It's hard to see the activity timeline, which would be useful. Consider when you log into your own medical record. It shows, on a timeline, test results, appointment notes, etc. I want that!
  • Guest
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    Jul 15, 2022
    This should include all custom forms created as well as documents saved in general documents folder and Clinical Documents folder