Show last kept appointment on Client List
Client list currently shows date the client became "Active". It would be super helpful to see the date of their last appointment. This would help the clinician know if they should reach out to the client, if the client is still active, or if they should archive.
Steve Bryan
shared this idea
We’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes a column for clients’ Last Kept Appointment. This column is sortable and searchable allowing you to easily find clients based on this information. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3904172-features-and-functions-of-the-client-list
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Angela Bowhall
commented
A report showing the clients last session for managed care
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Kenneth Buckle, Psy.D.
commented
Yes, on the Client List instead of "Activated On" show "Last Kept Appointment" as well as "Next Appointment"
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Jill Mysonhimer
commented
On detailed client report, would be very helpful if the 'last appointment date' actually showed the last kept appointment. Now it just shows last appointment which could be a cancel or no show also. Knowing the last kept appointment would greatly help with coordinating closings, who we need to reach out to, etc.
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Jill Mysonhimer
commented
when looking at the detailed clients list it shows the last appointment, whether it was kept, canceled, no show etc.
When looking at client list to see who hasn't rescheduled or been seen for 30 days to close the chart it would be extreamly helpful to have this readily available to view without going into individual charts -
Rebecca Giagnacova
commented
I agree with the other comments here. This would be very helpful to make sure patients don't fall through the cracks. Any kind of patient tracking would be helpful - flagging patients who have a history of suicidality, those who miss 2+ appointments in a row, or those who don't have an upcoming appointment in the next 2 weeks are all examples of things that would be useful in my practice.
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Dr. Garcia Psy.D., LMHC
commented
There should be a feature that allows you to see what clients are active but NOT booked for an upcoming appointment. It gets very difficult to manage each appointment client by client to determine if everyone is booked or if they should be archived. There should be a feature that makes looking at unbooked clients easy to reach out to.
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Anonymous
commented
Could this have an option to come up on a dashboard. And set a limit. For examples after so many days have past since their last appt, it is flagged for therapist.
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Anonymous
commented
This would be great as a priority
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Anonymous
commented
It would be great if you would make this a priority change.
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Rebecca Stone
commented
I would like to second this, by having a display of the number of days since last *kept* appointment. I would prefer this to be on the My Clients screen, but would settle for a report, as well. This is incredibly important to ensure timely and ethical care and/or appropriate timing for notification of closing a case.
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Jill Mysonhimer
commented
when pull up client list, would be helpful to have a last seen date. That would allow us to look more easily at who may need to be contacted and/or closed