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Notes & Cases

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Prompt for signature after approving note

As a supervisor, allow me to apply my signature after approving the note rather than going back in to sign in.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Display address in progress note

Display the location address of the appointment in the progress note.
Guest almost 2 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 almost 4 years ago in Notes & Cases 0 Future consideration

Ability to archive clients when closing a case

It would save so much time if we could archive a client from the same page where we close a case.
Guest almost 6 years ago in Notes & Cases 1 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 almost 4 years ago in Notes & Cases 1 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 about 4 years ago in Notes & Cases 0 Future consideration

Read only access to all cases

I want certain therapists the ability to view all cases, but only be able to edit/make changes to the cases they are assigned to.
Guest about 2 years ago in Notes & Cases 0 Future consideration

Make "Gender" a Dynamic Element

I would like for the Gender field on the Client's profile to be a Dynamic Element that will populate on Dynamic Forms automatically.
Guest about 2 years ago in Notes & Cases 0 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 about 4 years ago in Notes & Cases 0 Future consideration

Staff permission for deleting cases

Create a new staff permission so that only certain people can delete cases.
Guest about 2 years ago in Notes & Cases 1 Future consideration