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Theda Smith

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9 results found

  1. Export client records

    6 votes

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    3 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Theda Smith supported this idea  · 
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    Theda Smith commented  · 

    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.

  2. Autosave dynamic forms

    3 votes

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    2 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Theda Smith supported this idea  · 
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    Theda Smith commented  · 

    Allow the system to auto-save notes so that notes are not lost if another part of TheraNest is clicked on without saving. Second to this is setting it so that notes can be saved with required sections blank, but not signed unless required sections have written details.

  3. Default client's intake date field to date of completed initial assessment

    27 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Theda Smith supported this idea  · 

  4. Add or remove archived clients in reports

    68 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Theda Smith supported this idea  · 
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    Theda Smith commented  · 

    When running reports, include the data for archived clients. We are a college, so students come and go fairly regularly. When we run many reports, especially for demographic data, it doesn't include clients who have been archived.

  5. Add date range to demographic snapshot report

    3 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Theda Smith supported this idea  · 

  6. Report on demographics of clients served within a time period

    2 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Theda Smith supported this idea  · 

  7. Autosave client details

    223 votes

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    49 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Theda Smith supported this idea  · 

  8. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
    Theda Smith supported this idea  · 

  9. Formatting options for dynamic forms

    630 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Theda Smith supported this idea  · 

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