Clients

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

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

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

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

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