Pinned ideas

PINNED Show group note status on the group's appointment history

When viewing a group's appointment history, show if a group note has been completed and whether it's signed or unsigned.

1. Provider App

Showing 1839 of 2019

3 VOTE

Display name of progress note on document

If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".

Guest about 2 years ago in Notes & Cases 3 Future consideration

4 VOTE

Add client to a "kept" group appointment

Allow me to add a client to a group appointment after the appointment has already been changed to "Kept" so they can be included in the group note.

Sara McClure almost 3 years ago in Notes & Cases 0 Future consideration

6 VOTE

Create invoice from the appointment block

Allow me to create a client's invoice from their appointment block on the calendar.

Andrea Davis over 4 years ago in Calendar & Scheduling 1 Future consideration

3 VOTE

Do not auto-assign newly assigned staff to all open cases

When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.

Sara McClure about 2 years ago in Notes & Cases 1 Future consideration

4 VOTE

Send primary ERA when billing secondary

If I'm billing a client's secondary insurance, allow me to send the primary ERA with the secondary claim because some payers require this.

Guest almost 3 years ago in Billing & Payments 1 Future consideration

5 VOTE

Require documentation to be completed within a given timeframe

Allow me to set a timeframe for when providers need to complete progress notes, initial assessments, and treatment plans and send them a notification.

Guest over 3 years ago in Notes & Cases 1 Future consideration

4 VOTE

Display service type description on progress notes

Have the service type description appear on progress notes so clients can see what the code is.

Guest almost 3 years ago in Notes & Cases 1 Future consideration

9 VOTE

Report on telehealth sessions

Allow me to run a report that will show each telehealth session, the participants, when everyone joined, and when the sessions started and ended.

Guest over 6 years ago in Reporting 5 Future consideration

3 VOTE

Customize grid in payroll report

When running either of the payroll reports in TheraNest, allow me to customize the grid so I can remove certain columns.

Guest about 2 years ago in Reporting 1 Future consideration

4 VOTE

Assign a primary therapist to a case

Allow me to assign a primary therapist to a case so I can more accurately report on caseloads.

Guest almost 3 years ago in Notes & Cases 3 Future consideration

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