Notes & Cases

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Apply client signature before finalizing the note

Allow me to apply the client's signature before finalizing the note so they can sign it at the end of the session, but I can go back and finish the note later.

Ilissa Ducoat almost 5 years ago in Notes & Cases 0 Future consideration

3 VOTE

Digitally redact records and save them as a PDF

Having digital case notes which can have a redacted version in TheraNest increases HIPAA compliance, and saves a ton of time for providers, especially if there is a way to allow supervisors to approve redactions (for interns) before compiling a re...

Guest almost 5 years ago in Notes & Cases 0 Future consideration

1 VOTE

Add time zone to the service date of a progress note

When printing the progress note, show the time zone on the Service Date field.

Guest almost 2 years ago in Notes & Cases 1 Future consideration

3 VOTE

Turn off option to type in client signatures

Please allow ability to turn off the type in signature feature as it is not accepted by some states or insurances.

Guest over 5 years ago in Notes & Cases 0 Future consideration

2 VOTE

Create next appointment when filling out progress note

When completing a progress note, have a field for "next appointment" and allow me to pick a date. Once the note is signed, have the appointment automatically created.

Guest almost 4 years ago in Notes & Cases 2 Future consideration

1 VOTE

Keep client selection when creating progress notes in a group case

When I create a progress note for a group member in a group case and return to the main progress notes screen, the group member that I previously selected reverts to a different one. Keep my original selection so I don't have to change it every time.

Guest about 2 years ago in Notes & Cases 1 Future consideration

2 VOTE

Remove referral source from initial assessment

Don't display the referral source on the initial assessment because that's more for internal use and doesn't need to be included on clinical documentation.

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

1 VOTE

Remove alert if I've signed the note

If I receive an alert for a note that needs my signature and sign it from Notes Awaiting signature, remove the alert after I've signed the note.

Guest about 2 years ago in Notes & Cases 1 Future consideration

2 VOTE

Adjust logo size on progress notes

Allow me to adjust the size of my organization's logo on progress notes. It looks smaller than how it appears on intake forms and invoices and is hard to read.

Guest about 4 years ago in Notes & Cases 1 Future consideration

1 VOTE

Add Locus assessment as an intake form

Add the LOCUS assessment as an intake form so I don't have to create it in TheraNest.

Guest about 2 years ago in Notes & Cases 0 Future consideration

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