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Notes & Cases

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Add the CASII as an intake form

Add the CASII as an intake form so I don't have to recreate it using Dynamic Forms.
Guest about 2 years ago in Notes & Cases 0 Future consideration

Addendum showing in the notes summary page

it would be useful to have some indication at the top of that note's screen, and/or on the notes summary page, if a note has an addendum.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Wiley Treatment Planner- be able to save as you go

When creating a Wiley Treatment plan it should save as you go to create a draft, rather than having to start all over if in the middle of a tx plan. I often create a treatment plan over a few sessions and it would be helpful to be able to go throu...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Open progress note upon starting telehealth session

When I connect/start a telehealth session, have TheraNest automatically open a progress note for that date of service.
Guest over 4 years ago in Notes & Cases 1 Future consideration

Remove organization name from dynamic forms

Allow me to remove my organization's name from dynamic forms so only the logo appears.
Guest about 2 years ago in Dynamic Forms / Notes & Cases 0 Future consideration

Notes by month

A way to filter notes by month or timeframe. Sometimes it takes some time for supervisors to approve notes to then sign them (I'm unlicensed). This function would allow us to find notes dating in a certain timeframe rather than going through each ...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Make labeling of cases more consistent

Make the terminology of cases more consistent across the platform. For example, the button in a client's details reads "cases", but then the page is labeled as "case notes".
Guest over 2 years ago in Notes & Cases 0 Future consideration

Hide insurance information on note for providers without billing permissions

If we have providers that don't have billing permissions, don't allow them to view the client's insurance details at the top of their progress notes and other clinical documentation.
Guest over 2 years ago in Notes & Cases 1 Future consideration

Show a preview of the summary field for SOAP notes

When viewing a client's list of progress notes, allow me to view a small preview of the "Subjective" section of the SOAP note, similar to how I can view a small preview of the "Session Focus" for standard progress notes.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Add PHQ-15 as an intake form

Add the PHQ-15 as an intake form so that I can send it to my clients.
Guest over 2 years ago in Notes & Cases 0 Future consideration