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TheraNest Ideas Portal
Status Completed
Categories Clients & Groups
Created by Guest
Created on Dec 20, 2014

Make Client Details printable

A sorely missing feature in TheraNest is the ability to print Client Details, whether for an individual client, selected clients, or for all clients. These printable lists should include all the info in Client Details that would be needed for reference in hard copy, e.g., addresses, contact info, emergency contact info. For example, a therapist who is covering my practice during an absence or vacation, will need an ID, contact, and emergency contact list for my clients. TheraNest needs to provide a way to produce printable Client Details lists for this and other record-keeping purposes.
App Type TheraNest App
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  • Guest
    Reply
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    Jun 7, 2017
    I need this information for my providers New Patient appointments
  • Guest
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    Dec 4, 2015
    Also, when you generate a report of contact information, it doesn't handle missing information and so data are scattered among the columns.
  • Guest
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    Apr 15, 2015
    Case notes are already printable. You can print individual progress notes for a selected client using this sequence: Notes > Progress Notes, then click on Print for any displayed note using the Print tab in the Actions column. You can also print Contact Logs, Initial Assessment & Diagnostic Codes, and Treatment Plans individually by clicking on Print in each of the respective tabs. Or, you can print all of your case notes for a selected client, or for all clients at once, using this sequence: Details > Reports > Notes History, then click on Print Notes History for the selected client, or Print Notes History for All Cases.
  • Guest
    Reply
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    Apr 15, 2015
    I agree, but I would also like to include my case notes in such a printable copy.