TheraNest Archive Plan

  Permissions: You must have Organization Administration Permissions.

Most states require you to keep your client's data for 7 years or more depending on the state you practice in. This is mandated to you by the state and not TheraNest. Just as if you were using paper records in a brick and mortar office you would not expect the office to keep your paper records for 7 years after you close up shop. Same thing with TheraNest. However we do have a plan that will allow you to store your data as long as you need to for $8 per month.

This plan will not show as an option until you have archived all of your Clients in your system.

You will not be able to access TheraNest support on this subscription plan. 

IMPORTANT: Make sure you have canceled add-ons such as Wiley, Telehealth and Client Portal. Cancellation does not happen automatically upon subscribing to the Archive Plan and you will continue to be billed for those services.

 

 

Subscribe to Archive Plan

1. Ensure all your Clients are Archived.
2. Click Organization tab in primary navigation bar.
3. Click Manage Subscription in side navigation.
4. Click Monthly or Annual toggle to see desired plan.
5. You will see 0 ACTIVE CLIENTS PLAN listed.
6. Click the Subscribe Now.
   
7. Click Update My Subscription button to confirm.
   
   

Access Archived Clients while Subscribed to Archive Plan

You can access one client at a time while subscribed to the Archive Plan. It must be done from the Clients tab.

1. Click Clients on the main navigation.
2. Click the Archived button to view the list of clients.
3. Select the checkbox for the Client you wish to view.
4. Click the Unarchive Client(s) button.
   
   
   
5. Click the Active button to access Client Details and information.
6. Re-archive the client to maintain your Archive Plan or to access another client's records.

NOTE: If you check more than one client or additional clients after the first client unarchived you will receive a notice that you've reached your limit.

Renew Your TheraNest Subscription

To begin using TheraNest again, follow the steps in reverse order.

1. Click Organization tab in primary navigation bar.
2. Click Manage Subscription in side navigation.
3. Click Monthly or Annual toggle to see desired plan.
4. Find the desired plan and click the Subscribe Now.

Unarchive Clients

1. Click Clients on the main navigation.
2. Click the Archived button to view the list of clients.
3. Select the checkbox at the top of the Client table to select all.
4. Click the Unarchive Client(s) button.