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Notes & Cases

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Signature Pad for Signing documents

I would like to see the "draw signature" feature on the treatment plan (for the client) to be compatible with a electronic signature pad
Guest over 6 years ago in Notes & Cases 5 Future consideration

Access Wiley when copying a treatment plan

When copying a previous Wiley treatment plan, allow me to go back into the Wiley workflow to add additional goals.
Celeste Howells about 2 months ago in Notes & Cases 0 Future consideration

Autosave dynamic forms, treatment plans, and assessments

Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...
Guest over 1 year ago in Dynamic Forms / Notes & Cases 2 Future consideration

Add customizable text shortcuts/phrases to assist in note writing

Add customizable macros shortcuts to assist in note writing like the Mental Status Exam selections. IE - Supportive Counseling, EMDR, CBT, Active Listening, etc.
Guest over 5 years ago in Notes & Cases 16 Future consideration

View only data for archived clients

Allow me to view (not edit) the information and notes for archived clients without having to unarchive them.
Guest over 3 years ago in Notes & Cases 12 Future consideration

Consolidate archived client & case forms

We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived on...
Guest over 3 years ago in Notes & Cases 13 Future consideration

Alphabetize pre-defined options in MSE

Display the options alphabetically when managing the pre-defined options in the Mental Status Exam so it's easier to find what I'm looking for.
henry Mellen about 2 months ago in Notes & Cases 0 Future consideration

Add 180 day option for treatment plan reviews

Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.
Guest about 2 years ago in Notes & Cases 4 Future consideration

Link custom forms to appointments

When using a customized form for clinical documentation, allow me to link the form to a scheduled appointment, similar to how it works for progress notes.
Guest over 7 years ago in Notes & Cases 5 Future consideration

Notification for updated diagnosis codes

Notify us when diagnosis codes have been updated in TheraNest.
Guest almost 2 years ago in Notes & Cases 4 Future consideration