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Move existing progress note to a different case

Allow me to move a progress note to a different case for the client because sometimes it gets saved to the wrong case.
Guest about 5 years ago in Notes & Cases 5 Future consideration

Add ASAM assessment tool

For those of use who deal with chemical dependency, it would be extremely helpful if there was an ASAM assessment tool we could use.
Guest over 7 years ago in Notes & Cases 2 Future consideration

Add custom relationship options in contact log

Allow me to create custom options when selecting "relationship to client" when creating an entry in a client's contact log.
Guest about 3 years ago in Notes & Cases 3 Future consideration

Don't update close date when closing a reopened case

If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.
Guest about 3 years ago in Notes & Cases 4 Future consideration

Contract with other treatment planners

Allow me to use a different treatment planner in TheraNest besides Wiley.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Remove signature option for clients on progress notes

Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.
Guest 11 months ago in Notes & Cases 1 Future consideration

Allow admins to remove signatures from treatment plans

As an administrator at my organization, allow me to remove signatures from treatment plans so that edits can be made.
Guest almost 6 years ago in Notes & Cases 2 Future consideration

Ignore required fields if saving (not signing) a dynamic/intake form

If I'm filling out a Dynamic Form for a client, allow me to save the form even if the required fields aren't completed. I may need to come back to those fields later. Allow me to save the form, but don't allow me to sign the form if the required f...
Guest over 3 years ago in Notes & Cases 2 Future consideration

Support digital pens for clinical documentation

Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).
Guest over 3 years ago in Notes & Cases 3 Future consideration

Auto-populate service location to note and invoice

Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.
Guest almost 3 years ago in Notes & Cases 1 Future consideration