Bulk export clinical documentation for multiple clients
Allow me to print/download clinical notes for multiple clients across multiple cases at once instead of having to go into each client separately.

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Anonymous commented
Very surprised and disappointed this is not an option. Seems like a very basic and standard option.
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Michele Reyes commented
To be able to export clinical notes in an easier way rather than client by client.
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ROSE BRIGHT commented
I need to be able to separate/sort out my clients from two other therapist and import into my own theranest account. How to do that?
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Anonymous commented
Can there be a way to download and export custom forms as a group, like with progress notes, rather than opening and saving them each individually?
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Grace Rivera commented
yes, please!!
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Connie commented
Old idea and surprised it's not been done. I noticed when moving a client from Therapy Note to Theranest how easy it was to download assessment, treatment plan and notes. A few clicks and done. The full file including consents, disclosures ROI needs to be able to be downloaded as well. When we need to provide documents to the client, to court or for audit it's very cumbersome to get the stuff out of Theranest.
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Jessica Abegglen commented
A feature where you can mass export clinical documentation (notes, assessment, treatment plans, etc...) versus just demographics.
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Alice Baker commented
So for example, if I want to print out to submit records, I can print out all custom forms together similar to progress notes/tx plans/assessment etc.
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David Powers commented
Create the ability to select multiple forms (or all forms) to print rather than having to print form by form. For instance, I have created a custom progress note that I use. I'd like to be able to review a dozen of them from a specific case without having to individually open each one up. I'd like to be able to select a range of them and print them out (to paper or PDF).
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Marianne Redmond Lopez commented
The ability to download all notes for clients not just print option. Or a database download for backup.