Export a List of Clients' Email Addresses (TheraNest)

  Permissions: Must have Organization Administrator Permissions.

You have the ability to export a list of Client Email Addresses through our Data Export tool. To avoid a HIPAA violation, there is a Do Not Contact By Email column indicating whether or not the Client has given you permission to email them. After you have exported it is extremely important to verify the Client does consent to contact by email before emailing.

WARNING: Article instructions must be followed exactly and each Client Record checked before their email address is used to contact them. Be sure to never include personal or PHI in mass emails.

Export Email Addresses

WARNING: If sending bulk or batch emails be sure that you only ever blind carbon copy (BCC) emails to avoid HIPAA violations. Again, be sure to check each Client Record before contacting them and never include personal or PHI in mass emails.

1. Click Organization tab in primary navigation bar.
2. Click Export Data in side navigation.
3. Select Export All Clients or Export Only Active Clients.
4. An Excel document will download that contains Client's email address.
   
   

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