Notes & Cases

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Enter service type in progress note without requiring appointment

Allow me to create a progress note and attach a service type without having to attach the progress note to an appointment.

Guest over 5 years ago in Notes & Cases 1 Future consideration

2 VOTE

Bulk Print Group Notes & Attendance

Allow the option to bulk print the Group Notes & Attendance tab rather than having to do this individually.

Guest over 1 year ago in Notes & Cases 0 Future consideration

5 VOTE

Organization document library

Have a centralized place for all the forms my organization uses that don't relate to a client's file. This could include dynamic forms, or documents that we need to upload such as licensing documents or insurance information for the company. It wo...

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

1 VOTE

Copy place of service from last note when copying note from previous session

When I copy a progress note from the previous session, have the place of service copy forward rather than defaulting to the default POS.

Guest 9 months ago in Notes & Cases 1 Future consideration

2 VOTE

Create an EMDR Processor Assessment as a standard note template

My counselors use EMDR in our practice and it would benefit us if Theranest provided an EMDR Processor Assessment form as option in Notes. I've attached the blank form below. I know Simple Practice EHR offers it.

Guest over 1 year ago in Notes & Cases 0 Future consideration

5 VOTE

Automatically generate a progress note for kept appointments.

When an appointment is completed (kept, cancelled, or rescheduled) on the calendar, have an option to have the note automatically generate so that you don't have to constantly click "create progress note". Basically tie the note to the appointment...

Guest almost 4 years ago in Notes & Cases 0 Future consideration

3 VOTE

Single select dynamic form element

Create a single select dynamic form element that isn't a drop-down so all options can be seen and the form can be completed faster.

Guest over 2 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

4 VOTE

Notify assigned staff of new contact log entry

As a staff member assigned to a case, notify me or alert me when a new contact log entry has been created.

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

4 VOTE

Add additional options to client progress

When filling out the Client Progress section in a progress note, add additional selection options besides "Progress" and "No Progress" because I want to report on other things.

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

3 VOTE

Make Provider Name a Dynamic Form Element

It would be really helpful to be able to pull in a Dynamic Element that is the Provider's name into forms.

Guest over 2 years ago in Dynamic Forms / Notes & Cases 1 Future consideration

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