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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jun 28, 2023

Mass assign staff to clients and cases

Allow me to assign one or more staff members to one or more clients and open cases, so I don't have to go into each client or case separately.
App Type TheraNest App
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  • Guest
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    Nov 17, 2023
    This will be so helpful and save me so much time! thank you!!
  • Guest
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    Nov 14, 2023
    Yes! I am training someone to take over my current role and will be carving out hours of my workday to manually assign them to hundreds of active clients with us. How frustrating! I had to do the same thing when a clinician left our agency recently.
  • Guest
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    Jun 9, 2023
    It would be helpful both to be able to mass assign and mass reassign or unassign if a clinician leaves
  • Guest
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    Dec 3, 2020
    Allow me to assign a staff member to multiple clients at once. It's a little tedious having to do it one by one if we have to transfer a caseload from one provider to another.