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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Jun 10, 2021

Remember report filters

When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
App Type TheraNest App
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  • Guest
    Reply
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    Jan 11, 2023
    I would like to be able to see my unsigned progress notes immediately upon signing into report (default), rather than having to set that option each time.
  • Guest
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    Sep 29, 2022
    When running reports, an option to save or "favorite" a type of report with all the options picked by the report creator would be a helpful feature.
  • Guest
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    Mar 16, 2020
    When I run missing progress notes report it starts from the current month. What can I do to see all the notes that are missing without the need run report each time and change the dates range? Ex: I look for missing progress notes for a specific client, I run report, it gives me information about missing progress notes for the current month. If I want to enter notes for the last 4 months for example, I need to reset date range to retrieve information about missing notes each time I look for a note. It’s very inconvenient and annoying. It takes a lot of time too. It makes me want to switch to another platform, seriously.
  • Guest
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    Feb 1, 2019
    It would be very helpful to adjust the default setting of viewing client appointments in appointment tab. I like to see my clients scheduled out over two months. The default is the next 30 days or so?
  • Guest
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    Jul 12, 2018
    The new client appointment report is not as user-friendly. Can you make it so we can change the dates and set it to our own personal default instead of the current month? This is no longer helpful for me, and takes additional time to get what is needed.