Notify staff when intake forms/custom forms have been completed
The progress notes would alert the assign supervisor that the note is completed and awaiting their review. Being as though I have a PRP agency, we do not use the forms that you guys have therefore I had to create forms that fit our agency. I love ...
Default client's intake date field to date of completed initial assessment
We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened n...
Guest
about 5 years ago
in Notes & Cases
4
Future consideration
The Get Help button is in an inconvenient spot. I suggest it be moved to the left side or middle bottom of the screen so that it does not cover up the Enter Notes or signature buttons. I keep hitting it by mistake.
I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.
Guest
almost 7 years ago
in Reporting
1
Future consideration
Remove unbillable diagnosis codes after period of time
If a diagnosis code is no longer billable and it's past the date to submit corrected claims, then remove the code from TheraNest so I don't accidentally select it.
Guest
almost 2 years ago
in Notes & Cases
2
Future consideration
It is very cumbersome to have 1 billing service type for everyone in group. Different clients are billed differently. EG- std pmt is $40, some should be billed $0,some reduced @$20,etc.
When invoices are auto generated then we must delete all tho...