Notes & Cases

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Add standardized diagnostic screening tools

Adding screening tools such as PHQ-9, GAD-7, Kessler-10, The Duke, would help track a clients progress in treatment. As well as support Diagnosis

Guest almost 9 years ago in Notes & Cases 11 Future consideration

2 VOTE

Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.

Guest 3 months ago in Client & Billing Details / Notes & Cases 0 Future consideration

35 VOTE

Search progress notes by keywords

Allow me to search progress notes by keyword so that if I'm looking for a note where I know we did something specific during that session I can find it easier.

Guest almost 4 years ago in Notes & Cases 11 Future consideration

66 VOTE

Display session number in progress note

Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!

Guest about 7 years ago in Notes & Cases 4 Future consideration

59 VOTE

Don't create a new case when navigating to notes

If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.

Guest over 6 years ago in Notes & Cases 9 Future consideration

11 VOTE

Improve the group notes workflow

Improve the workflow to create a group note for the group and progress notes for each client in the group. Right now it takes too much time to complete the notes and I have to jump to different areas.

Guest over 1 year ago in Notes & Cases 6 Future consideration

55 VOTE

Add another assessment and set alerts/reminders

We are required to complete an assessment after a certain amount of time depending on the payer and/or state regulations. Allow me to set a reminder or an alert for when a client needs to have an assessment completed, and allow me to complete anot...

Guest over 6 years ago in Notes & Cases 20 Future consideration

41 VOTE

Calculate and track assessment scores

When filling out clinical assessments (e.g., PHQ-9, GAD-7) have TheraNest automatically calculate the total and track the scores over time for a client.

Guest almost 5 years ago in Notes & Cases 15 Future consideration

1 VOTE

Add list of therapists to be displayed in contact log if relationship is set to therapist

When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.

Karambir Khalsa about 2 months ago in Notes & Cases 0 Future consideration

61 VOTE

Add ability to merge duplicate cases

If a second case has been opened for a client it would be nice to be able to merge it with the old case.

Guest over 7 years ago in Notes & Cases 6 Future consideration

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