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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Mar 2, 2015

Bulk export clinical documentation for multiple clients

Allow me to print/download clinical notes for multiple clients across multiple cases at once instead of having to go into each client separately.
App Type TheraNest App
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  • Guest
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    Apr 28, 2022
    Very surprised and disappointed this is not an option. Seems like a very basic and standard option.
  • Guest
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    Sep 8, 2021
    To be able to export clinical notes in an easier way rather than client by client.
  • Guest
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    Jan 15, 2020
    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?
  • Guest
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    Jan 22, 2019
    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?
  • Guest
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    Jan 11, 2019
    yes, please!!
  • Guest
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    Nov 15, 2018
    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.
  • Guest
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    Oct 2, 2018
    A feature where you can mass export clinical documentation (notes, assessment, treatment plans, etc...) versus just demographics.
  • Guest
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    Aug 1, 2018
    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.
  • Guest
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    Jul 26, 2016
    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).
  • Guest
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    Jul 30, 2015
    The ability to download all notes for clients not just print option. Or a database download for backup.