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Ensora Mental Health Ideas Portal

Make it easier to delete a client

When I delete a client, have TheraNest delete all the associated case notes, invoices, etc. I shouldn't have to remove this information first before deleting the client because it takes too much time.
App Type Provider App
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    • Anita Chlipala
      Jun 6, 2025

      It is such a waste of our time to have to delete every appointment, invoice, and payment individually. If a client has 100 appointments, that's 300 deletions! What a waste of time! I'd rather be focused on serving clients. Please let us be able to delete the client's file as a whole to save us time.

    • Guest
      Jul 22, 2024
      Yes, it is unethical to keep files indefinitely. I suggest the account owner have access to delete files once they have reached maturity age. We need to be able to delete without having to go in and delete every note, ledger and appointment.
    • Amy Vitacolonna
      Feb 2, 2023
      I would like to delete clients due to the law of only requiring files for 5 years. However, it seems very cumbersome to delete. Is there an easier way? If not, can I please make a suggestion to allow deleting files easier. Deleting files decreases liability.