Bulk export clinical documentation for multiple clients

It is extremely frustrating and time consuming that according to TheraNest support "Clinical Documents ... need to be printed individually. We do not currently have the ability to print those documents in bulk."

All of our agency's Progress Notes for clients are Custom Forms in TheraNest and when we get ROIs we have to manually download the notes for every session. Also the sessions are not numbered by Appointment number or date (only by the date the note was signed) so it is very confusing and difficult to keep track of which sessions have already been downloaded.

I am very grateful our agency switched to a different product so we don't have to deal with this for new sessions, but we do have to deal with this when we get ROIs for clients' previous records.

Very surprised and disappointed this is not an option. Seems like a very basic and standard option.

To be able to export clinical notes in an easier way rather than client by client.

I need to be able to separate/sort out my clients from two other therapist and import into my own theranest account. How to do that?

Can there be a way to download and export custom forms as a group, like with progress notes, rather than opening and saving them each individually?

yes, please!!

Old idea and surprised it's not been done. I noticed when moving a client from Therapy Note to Theranest how easy it was to download assessment, treatment plan and notes. A few clicks and done. The full file including consents, disclosures ROI needs to be able to be downloaded as well. When we need to provide documents to the client, to court or for audit it's very cumbersome to get the stuff out of Theranest.

A feature where you can mass export clinical documentation (notes, assessment, treatment plans, etc...) versus just demographics.

So for example, if I want to print out to submit records, I can print out all custom forms together similar to progress notes/tx plans/assessment etc.

Create the ability to select multiple forms (or all forms) to print rather than having to print form by form. For instance, I have created a custom progress note that I use. I'd like to be able to review a dozen of them from a specific case without having to individually open each one up. I'd like to be able to select a range of them and print them out (to paper or PDF).

The ability to download all notes for clients not just print option. Or a database download for backup.