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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Aug 26, 2020

Create a report that contains the names of the clients, Therapist and the date they were last archived.

Currently you can get a list of archived clients. It would be great if you could have a report that contained the archived clients and the last date they were archvied. This type of report would help with the apporpriate retention of records.
App Type TheraNest App
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  • Guest
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    Jul 24, 2020
    It would be helpful to view a history that shows the date and who (the administrator/therapist/etc) who archived or un-archived a client's file. I've had SEVERAL times that an archived client was randomly reopened on my client listing, sometimes added to another staff member, and everyone I ask doesn't think they did it. Almost like a system glitch but hard to know without archive history on the client's file.