I have used another practice management program that had a feature that had a "to do list" feature that reminded you of anything missing from all client files. So for example, the to do list might itemize missing progress notes, missing demographi...
Allow me to customize the existing clinical note templates (i.e. progress notes, treatment plan, initial assessment, discharge summary) so that I can add and remove fields that are relevant to my practice and meet my payer requirements.
Guest
over 11 years ago
in Notes & Cases
196
Completed
When I get a message through the Client Portal secure messaging, allow me to add it to the contact log so I can keep a record of all communication in one place.
Client authorization tracking by date and remaining sessions
Often we are given an authorization for a certain number of units and/or sessions and need to track how many units/sessions we have left to alert us to send in an authorization request. Allow me to set this up so that TheraNest can alert me when w...
Allow clients to upload files to the Client Portal
Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.
Allow an individual to access multiple accounts under one client portal. I work with families and the parent should be able to access statements and appointment information for all members of their household by logging into one client portal account.
137
Completed
87
Completed
