Any TheraNest user can access and run the Clients Served Report.
Report shows clients and what service type was used on an appointment for them.
Are Archived clients included? Yes.
- Click on Reports in the primary navigation bar
- Click on Clients Served under the Clients section
- The report will default to the current month. Set 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, Excel, and PDF version directly to your computer by clicking the CSV and PDF in the upper right.