Display assigned staff member(s) & clients not assigned to staff in client list
Update client list to show any staff members assigned to that client with the ability to filter each staff member.
Anonymous
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’ Assigned Staff. This column is searchable allowing you to easily find clients based on this information. To find clients who have not been assigned a staff member, simply search for “-” and any client who has not been assigned a staff member will be shown in the results. 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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Michael Salas commented
I spend 2 hours every two weeks sifting through the client list every month because this is clunky.
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Dr. Lisa Lovelace
commented
It would be great to see which therapist is assigned to what clients in the clients tab - maybe somewhere visible easily and group clients based on therapist so when we review we can see all of one therapist's clients at a time.
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Melissa McKeel
commented
under client tab it could have who they see next to name in a column
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Anonymous
commented
Would like to be able to view the Supervising Counselors clients, and not all the clients of their supervises.
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Casey Limmer
commented
I would really like to search the client list for the ones not assigned to a therapist, especially after clients are imported from another system.
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Marie Sima
commented
I would really like to search the client list for the ones not assigned to a therapist, especially after clients are imported from another system.