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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Aug 1, 2019

Report on staff caseloads

Allow me to run a report to view all active clients assigned to a staff member.
App Type TheraNest App
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  • Guest
    Reply
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    Dec 21, 2022
    it would be most helpful to be able to search clients by rendering provider. We have clinicians that have supervisors and without this distinction, it can be tricky on the client page to narrow down exactly who's client is who's. Especially when I need to narrow into just one of my clinician's client lists.
  • Guest
    Reply
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    Dec 14, 2022
    I would like to be able to quickly see how many active clients are assigned to each therapist. A number could be displayed in a grid on the Staff screen. Or maybe there is a better location? Also, when in the Client screen and filtering on "Assigned Staff", a total number could be displayed. Currently the total number of Active and Archived clients appears at the top of the screen and this number does not change based on the filters. Ok to leave it there, but perhaps add something to the effect of "Selected Therapist's Total Active Clients:" which does reflect the filter selections.
  • Guest
    Reply
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    Apr 28, 2021
    Ability to see all active clients assigned to a single staff member in a list w/ the total number of clients assigned to them somewhere on the page.