Notes & Cases

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More Note Details

The ' note detail' section in the case note should have the name of the template/document that was completed. This would help us view the appropriate note type that was completed. For example if staff completed the initial assessment the ' note d...

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

1 VOTE

supervison progress reports signature per Insurance company

We would like to have the 'sign progress notes under supervison' be specific to the Insurance company. We have one that only requires the clinical director to sign off in the log that she is supervising. And another that requires the signature on...

Rachael Eichhorn almost 4 years ago in Notes & Cases 0 Future consideration

1 VOTE

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

1 VOTE

electronic signatures to custom forms

Sometimes you need to update a form like a fee agreement or complete something like a release of information, it would be great to be able to add in an electronic signature to any new custom forms you create that you need the client to complete an...

Guest about 4 years ago in Notes & Cases 0 Already exists

1 VOTE

Copy new custom forms to intake forms

I made a few custom forms that I wanted to copy into my intake forms but was unable to do so. It would be great if I could just. pull them into my intake forms without needing to start over from scratch to re-create the same form in the intake for...

Guest about 4 years ago in Notes & Cases 0 Already exists

1 VOTE

Unbillable note option

Please add an unbillable option to be able to enter notes for information purposes only and not for billing purposes. This is an important option when working with Medicaid

Guest about 4 years ago in Notes & Cases 0 Already exists

1 VOTE

special notes

The addition of "special notes," or notes that are not progress notes that are for special circumstances (an important collateral contact conversation or an unexpected discharge without a session) .

Guest about 4 years ago in Notes & Cases 0 Already exists

1 VOTE

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

1 VOTE

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

1 VOTE

Mark whether note is individual or group

When filling out a progress note for a client, allow me to check whether the session was individual, family, group, etc.

Guest about 4 years ago in Notes & Cases 0 Already exists

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