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Notes & Cases

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Add Mental Status Exam to the initial assessment

Add a Mental Status Exam to the initial assessment template in Theranest it is the only area missing to be Medicaid compliant.
Guest almost 7 years ago in Notes & Cases 4 Future consideration

Copy last treatment plan

Allow me to "copy last treatment plan" option to create an updated treatment plan so that I can make updates without recreating the entire treatment plan.
Guest almost 7 years ago in Notes & Cases 16 Future consideration

Copy and sync clinical information across different client cases

We are a group practice and we do share clients….ex. we have clients that see one therapist for individual and another for couples and perhaps another for group. We are all part of the treatment team so we are all assigned to the case and have ROI...
Guest almost 7 years ago in Notes & Cases 13 Future consideration

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 over 9 years ago in Notes & Cases 11 Future consideration

Add a new Staff permission for managing Client Cases

Add a new Staff Permission that when granted, would allow Staff to manage (create and delete) Client cases.
Katie Prodanovich about 1 month ago in Notes & Cases / Practice Management & Administration 0 Future consideration

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 almost 2 years ago in Notes & Cases 6 Future consideration

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 about 7 years ago in Notes & Cases 9 Future consideration

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 almost 8 years ago in Notes & Cases 4 Future consideration

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.
Beth Ratchford over 4 years ago in Notes & Cases 11 Future consideration

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 almost 8 years ago in Notes & Cases 6 Future consideration