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Status Completed
Categories Reporting
Created by Guest
Created on May 18, 2017

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Create a report showing clients with no appointments scheduled

It would be great if you could provide some way to highlight clients who do not have an appointment scheduled for a future date either through a report or some kind of notation in the client list. I routinely want to check to make sure that my client's are scheduled for an appointment or if we need to follow up with them. However, I currently have to search through each client's record manually in order to determine which clients are not scheduled.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes a column for clients' Next Appointment. This column is sortable and searchable allowing you to easily find clients based on this information. To find clients who have no upcoming appointments, simply search for “-” and any client who has no future appointment scheduled will be shown in the results. Learn more about this update in our Knowledge Base. https://help.theranest.com/en/articles/3903811-view-clients-with-no-upcoming-appointments Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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  • Guest
    Reply
    |     Mar 11, 2020
    Since we are billed for how many active clients there are, there should be a feature to show who hasn't been booked in weeks/months or who was added to the system and then not booked an appointment. We have a large practice so we don't want to manually look through who was added and never scheduled in for whatever reason. Or, even if there was a feature to automatically archive clients after 4 weeks with no appointment (an adjustable amount of weeks might be ideal) then that would work for us too.
  • Guest
    Reply
    |     Feb 13, 2020
    "Auto-Archive" function should be able to be set manually and enforced automatically. Any client NOT seen in 30/60/90 days should automatically be flagged as "archived" and not counted against your billing cap.
  • Guest
    Reply
    |     Feb 13, 2020
    You should have a simple way of making sure your "active" clients roster IS in fact Active. We are running up against our subscription cap and we know that we don't have that many clients. The system is currently set up to allow the database to grow without any safeguards of "duplicate accounts", "old accounts", or any simple filter mechanism to clean them up. Suggest an automatic "setting" to auto-archive clients who haven't been seen by the practice in: 30, 45, 60, 90 days etc. This keeps subscribers from "paying" for aged client accounts that don't need to be in the "active" status.
  • Guest
    Reply
    |     Oct 18, 2019
    In the reports tab under appointments add Client's without a scheduled appointment so that the therapist can quickly find which client's do not have an upcoming appointment without going through each client's page.
  • Guest
    Reply
    |     Jul 4, 2019
    Please add last appointment, and future appointment to detailed client report.
  • Guest
    Reply
    |     Jul 4, 2019
    on the Client's Served report.
  • Guest
    Reply
    |     Oct 24, 2018
    Every week I click on each clients profile and look at their appointments to make sure I have a next appointment scheduled. It would be nice if I could see a list of all the clients and their next appointment scheduled in one view so that I can see who might need a next appointment scheduled
  • Guest
    Reply
    |     Oct 16, 2018
    We archive clients who don't have future appointments scheduled, so this would give us an efficient way to do track them
  • Guest
    Reply
    |     Oct 2, 2018
    This would be helpful in deciding quickly which clients we need to archive. It is very clumsy now to review clients to determine if they need to be removed from active status.
  • Guest
    Reply
    |     Jun 8, 2018
    It would be great to have a report that has the date of the active clients last kept appointment and is included in this report as not having a follow up or upcoming appointment.
  • Guest
    Reply
    |     Apr 2, 2018
    I have recommended this before. In our previous software program the 'NO FUTURE APPOINTMENTS' report was by far one of the most used reports, as every week every clinician would run this report so they could follow up with clients who were not scheduled for their next appt. It helped us keep clients from falling through the cracks. We still do this very necessary weekly task, but now every clinician has to open every client on their Active clients list (which can easily be 30+ clients) to see if there are future appointments or not. This is a vital report that is missing, as it impacts our clients clinical well-being because we never want to let people with mental health issues go unseen before they are finished treatment, and it impacts the financial well-being of the practice as we lose money when people drop off.
  • Guest
    Reply
    |     Feb 25, 2018
    If you could create a report of clients not seen in a specified amount of time set by the user so we could easily pull up clients to archive that would be great! Especially if the report included an option to “group archive” these clients! Maybe an option to automatically archive clients that haven’t had activity since a user specified amount of time? Thank you!
  • Guest
    Reply
    |     Jan 20, 2018
    Maybe this would be getting more attention if the title noted NO FUTURE APPOINTMENT report. Our old system has a report by clinician that would list active clients with no future appointment scheduled. It was our most used report, run by every therapist every Monday, so they could call and email active clients who had not scheduled. This is both a big financial issue and a big therapeutic care issue, as clinicians need to be sure their clients don't fall through the cracks. Since moving to TN, every Monday every therapist has to manually open the client details of all their active clients one by one to see which ones do not have a future appointment scheduled. It is tedious. IT WOULD BE FANTASIC if the Client List had something as simple as a star or NFA (no future appt.) beside all such clients, or have their name show in red. Something so every week therapists could quickly see who they need to follow up with.
  • Guest
    Reply
    |     Jan 8, 2015
    when patients haven't had an appointment for 30 days or longer - make notification to create a termination notice and create an actual 'form' to be used in the program for it