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Add custom options to the Custom Form created

- When a specific custom form is created by using the Custom form template would like the option to be able to link the Clients detail such as Name, Treatment plan, and DX to the custom form before it is placed in the Case Notes Tab. - Custom for...
Guest almost 4 years ago in Notes & Cases 0 Future consideration

Do not remove addendums from notes when unsigning

If I have to remove a signature to make corrections to a note, don't remove any addendums that have already been created.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Send client records to other providers

We receive quite a few record requests - it would be ideal to have an email function from within TheraNest where we could email records/notes to requesting providers/family physicians.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Don't preview notes after saving

After I sign and save a client's note, don't open another screen that shows the PDF version of the document.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Add service line to specific plans

Ability to add service line to the assessment and treatment plan.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Allow only 1 service type to be added to client appointments

Only allow us to add one service type to a client appointment. Having more than one service is potentially fraudulent and it would be helpful to have that check in place for my staff.
Nadia K Velasquez 3 months ago in Notes & Cases 0 Future consideration