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Clients
23 articles in this collection
Written by
TheraNest Support
and
Lauren Smith
Features and Functions of the Client List
Manage Clients and their information easily in our dynamic client list
Written by
Lauren Smith
Updated over a week ago
Add Client
How to Add a New Client
Adding a new client in TheraNest
Written by
Lauren Smith
Updated over a week ago
How to Set a Preferred Name for a Client
Describes how to set a preferred name for a client along with their legal name.
Written by
TheraNest Support
Updated over a week ago
How to Generate a Client ID number
Written by
Lauren Smith
Updated over a week ago
How to Edit a Client Id Number
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.
Written by
Lauren Smith
Updated over a week ago
How To Upload General Documents
Written by
Lauren Smith
Updated over a week ago
How to Send a Client Text Message
Written by
Lauren Smith
Updated over a week ago
How to Add a Client Note
Written by
Lauren Smith
Updated over a week ago
How to Change the Intake Date for a Client
Article walks staff through how to change the Intake Date
Written by
Lauren Smith
Updated over a week ago
Client Filters or Views
How Many Clients Do I have?
Find out how many active, archived, or total clients you have with TheraNest's Client List.
Written by
Lauren Smith
Updated over a week ago
Find Clients with a Client and/or Insurance Balance Due
Written by
Lauren Smith
Updated over a week ago
View Clients by Assigned Staff
How to view a list of clients by staff member.
Written by
Lauren Smith
Updated over a week ago
View Clients with No Upcoming Appointments
Easily find clients who need to have their next appointment scheduled.
Written by
Lauren Smith
Updated over a week ago
View Clients by Insurer or Payer
See all clients who have a certain insurer or payer using the client list in TheraNest.
Written by
Lauren Smith
Updated over a week ago
Export/Import Client Information
How to Import Clients into TheraNest
Written by
Lauren Smith
Updated over a week ago
How to Export a List of Clients' Email Addresses
Article covers permissions and steps to get a master list of client's email addresses
Written by
Lauren Smith
Updated over a week ago
How Can I Export a List of Clients' Birthdays?
Article covers where to find a list of your clients' birthdays and how to export them.
Written by
Lauren Smith
Updated over a week ago
How to Export Clients Data
Written by
Lauren Smith
Updated over a week ago
Archive or Delete Client
How to Archive and Unarchive Clients
Written by
Lauren Smith
Updated over a week ago
Archive Multiple Clients at Once
Manage clients with ease by bulk archiving clients.
Written by
Lauren Smith
Updated over a week ago
How to Delete a Client
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
Written by
Lauren Smith
Updated over a week ago