Allow sorting in the client list
Currently the columns in the client list can't be sorted. It would be nice to be able to sort ascending/descending alphabetically, balance due, etc.
Chris Paton
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 with sorting available in the following columns: Client Name, DOB, Age, Date Added, Intake Date, Primary/Secondary Payer, Total/Client/Insurance Balance Due, Total Kept Appointments, and First/Last Kept/Next Appointment. 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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Danielle Alfrey
commented
When looking at the client list, you can rearrange the list by chronological order. Sometimes clients start their medical record via the portal and you don't know until they either send a message or finish an intake. Currently, I have to search the list to see if they started a profile. It would easier if there was a button to push to temporarily display newly created accounts. :)
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Aminda Villamagna
commented
The option to sort by first OR last name would be convenient! =D
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Billing Specialist
commented
I do all my billing by last name and all my clients are listed by first name. Please add a sort feature to see last name first.
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Isabela Carag
commented
It would be great to be able to filter clients according to location and to be able to print lists of the client tab.
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Christoph Thompson
commented
Allow on the main client page to sort by the balance owed or filter out based on the balance amount.
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Dan Schmoyer
commented
Add a filter for sorting by client name to see a quick snapshot of when that client has come to sessions from a calendar standpoint without needing to click all over and read through all the names on your calendar.
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Anonymous
commented
Include a "Action Needed" Column (maybe the action needed could be added in the client details section of the chart)
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Connie Supernault
commented
Yes the reports like payroll have the clients alphabetical by first name which is ridiculous!
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Bernie Ryan
commented
Alphabetizing by last name is the standard business model. It would be especially useful in the client portal. Having an option to set a preference gives everyone what they want.
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Alex
commented
In addition to allowing various client sorting methods (name, date added, balance, maybe even last visit) I would like to request a change/update for the name category.
It seems the default setting is to sort the clients alphabetically by last name, yet in the Full Name column it starts with the client's first name. If updated sorting is not available, can we at least have an option to set the full name column to default to last, first?
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Anonymous
commented
And/or allow us to organize clients in multiple ways, as by hitting a button of "name", or "start date" etc. from the top of the client screen.
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Anonymous
commented
List clients in alphabetical order
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Laura Hicks
commented
Yes please!! This would seem quite an easy "sort" option.
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Chris Jones
commented
On the client view screen, it would be helpful if there were a dropdown box to select clients from a certain location or to view all.
Alternatively, you could group clients into lists by location or into folders.
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Anonymous
commented
Option of listing clients alphabetically, by last name (i.e., Doe, John)