Create and send dynamic forms to clients that aren't intake
Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.
Send me a notification or have an alert appear letting me know that I have unsigned progress notes. Sometimes I miss signing some and I'd like to catch it before an admin notifies me.
Add appointment staff to claims awaiting submission
Allow me to see the appointment staff from Claims Awaiting Submission so if I have a question about the DOS or need the progress note completed I know who to reach out to.
Allow me or my clients to update their insurance information with a future start date and then have that insurance kick in on that effective date. This would be very helpful for clients who are changing plans for the new year.
A genogram is a graphic representation of a family tree that displays detailed data on relationships among individuals. It goes beyond a traditional family tree by allowing the user to analyze hereditary patterns and psychological factors that pun...
Guest
about 9 years ago
in Clients & Groups
4
Future consideration
View or work in two areas of TheraNest at the same time
Allow me to view or work in two areas of TheraNest at the same time. For example, I may want to view the calendar and case file at the same time, or the client's ledger and their notes at the same time so I don't have to switch back and forth.