View Clients by Assigned Staff

  Permissions: All Users can access. Information displayed will be different based on Permission Level.

Staff can access a list of Clients in TheraNest. By default, all Staff will be able to view general Client Details (non-clincal). If you want Staff to only be able to view their assigned Client's you will need to set in Staff Permissions.

NOTE: Staff Members cannot export the Client List. This prevents "Patient Poaching."  Administrator can export Client Information using the Export Client Data feature.

1. Click Clients tab in primary navigation bar.
2. Click Customize Grid and select information you want displayed.
3. Ensure Assigned Staff is selected. 
4. Click on the column headers to Search or sort information.
   

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