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Notes & Cases

Showing 322 of 2013

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 over 4 years ago in Notes & Cases 0 Future consideration

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 over 4 years ago in Notes & Cases 0 Future consideration

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 over 4 years ago in Notes & Cases 0 Already exists

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 over 4 years ago in Notes & Cases 0 Already exists

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 over 4 years ago in Notes & Cases 0 Already exists

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 over 4 years ago in Notes & Cases 0 Already exists

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 over 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 over 4 years ago in Notes & Cases 0 Future consideration

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 over 4 years ago in Notes & Cases 0 Already exists

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 over 4 years ago in Notes & Cases 0 Future consideration