Any TheraNest User can run the Client Intake Report. Therapists will only see clients they are assigned to.
- Click on Reports in the primary navigation bar
- Click Client Intake under the Clients section
- Enter in desired date range
- Click Run Report
Note: You can always set how many clients you can see on the screen by clicking the number of entries on top of the report from 10, 25, 50 & 100.
You can also copy or download the CSV and PDF version directly to your computer by clicking the CSV and PDF on the upper right tab.