Clients

Amber Ferrero Laub avatar Lauren Smith avatar
15 articles in this collection
Written by Amber Ferrero Laub and Lauren Smith

How to Set a Preferred Name for a Client

Describes how to set a preferred name for a client along with their legal name.
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Written by Amber Ferrero Laub
Updated over a week ago

How to Change the Intake Date for a Client

Article walks staff through how to change the Intake Date
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Written by Lauren Smith
Updated over a week ago

How to Log Medications for Clients

This article describes the section in TheraNest where Therapists or admins can input their client's current medication list.
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Written by Lauren Smith
Updated over a week ago

Message: "WARNING: You have exceeded the maximum allowed client deletions . . ."

When attempting to delete a client one may receive this message
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Written by Lauren Smith
Updated over a week ago

How to Delete a Client

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Written by Lauren Smith
Updated over a week ago

How to Add a New Client

Adding a new client in TheraNest
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Written by Lauren Smith
Updated over a week ago

How to Send a Client Text Message

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Written by Lauren Smith
Updated over a week ago

How to Add a Client Note

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Written by Lauren Smith
Updated over a week ago

How to Generate a Client ID number

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Written by Lauren Smith
Updated over a week ago

How to Edit a Client Id Number

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Written by Lauren Smith
Updated over a week ago

How To Upload General Documents

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Written by Lauren Smith
Updated over a week ago

How to Print a Payment History and Payment Receipts for Clients

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Written by Lauren Smith
Updated over a week ago

How to Export Clients Data

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Written by Lauren Smith
Updated over a week ago

How to Import Clients into TheraNest

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Written by Lauren Smith
Updated over a week ago

How to Archive and Unarchive Clients

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Written by Lauren Smith
Updated over a week ago