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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jul 21, 2021

Organize clients lists

Allow me to organize active and archived clients into groups, folders, or with tags. We offer different services and I'd love to be able to pull up a list of clients who receive a certain service.
App Type TheraNest App
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  • Guest
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    Dec 9, 2021
    We archive clients who have completed our training sessions, yet we also archive those who have left our practice, paused their therapy sessions etc. In a year, we could have 100 archived clients, but they are heavily disorganized. Allow us at least to place archived clients into customizable groups while still being archived.
  • Guest
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    Sep 27, 2021
    Would like a way to remove clients who do not attend individual sessions but are in groups to have a separate classification as to make the client list less cluttered.
  • Guest
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    Jul 20, 2021
    I would like a way to sort my active clients into different sub-groups. For instance, I have clients on my caseload who are members of ongoing workshop I lead, as well as individual clients. I would love to be able to view these clients in separate lists, and it would be very helpful for organizing my active clients!