Any TheraNest user can access and run the Detailed Client Report. 

Report Logic:

Only active clients will pull in

If a Therapist has the box "can only view assigned clients" under their permissions they will only be able to view the clients they are assigned to. 

Staff members that were unassigned from clients will show in the assigned column. This is to show they were assigned to them at one time. Even if that staff member never had an appointment with that client. 

Steps:

  1. Click on Reports in the primary navigation bar
  2. Under the Clients section click on Detailed Client
  3. Use the search bar in the right to find/search for a particular client. 

 You can  download the CSV or PDF version directly to your computer by clicking the CSV and PDF in the upper right. 

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