Being able to download all custom forms at one time like you can the progress notes would be amazing when doing Medical Records Requests.

I know we can currently download all notes at one time, but being able to download other things such as case management, community support and info notes, etc. at once would be very helpful when doing records requests. Thank you

We are closing in 6 months and just learned that there is not a way to download all records/notes without having to do it manually for each individual client. Apparently TheraNest isn't able to on their end either. This is thoroughly surprising.

It would be nice to have a birds-eye overview of all the created notes and other activity in a client's file. When I click on a client, I have to click on "notes" and then view all of the progress notes separately from other things (i.e. contact or colleague consult notes, etc). It's hard to see the activity timeline, which would be useful. Consider when you log into your own medical record. It shows, on a timeline, test results, appointment notes, etc. I want that!

This should include all custom forms created as well as documents saved in general documents folder and Clinical Documents folder