Any TheraNest User can run the Client Intake Report. Therapists will only see clients they are assigned to. 

Run Report

  1. Click on Reports in the primary navigation bar
  2. Click Client Intake under the Clients section
  3. Enter in desired date range
  4. 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.

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