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Add "Insurance" as Relationship to Client option in Contact Log entries

In the contact log drop down box for who the contact was with (client, parent, partner, etc)- I would love to see insurance company be listed as an option as that is who I am writing notes in the contact logs about the most. Thanks!
Guest almost 6 years ago in Notes & Cases 0 Completed

allow use of the "Copy From Last Session" feature when you Enter Notes from the dashboard.

Currently if you utilize the Enter Notes button from the dashboard, it takes you to a new, blank progress note, without giving the option of utilizing the Copy feature. You must enter from the client page in order to do so.
Guest almost 9 years ago in Notes & Cases 0 Completed

Fix the spelling of Judgment

Can you please fix the spelling of Judgment in the notes section? I just want the service to be the best it can be.
Guest over 6 years ago in Notes & Cases 0 Completed

Use SOAP template for group notes

When creating a progress note for a group case, allow me to use the SOAP template.
Guest over 3 years ago in Notes & Cases 1 Completed

Label Progress Notes with Service

When Progress Notes are generated and/or printed, there is no way to tell what professional service has been provided. It would be helpful if the Service (e.g., Individual Psychotherapy or Individual Clinical Supervision, etc.) would be included, ...
Guest almost 11 years ago in Notes & Cases 0 Completed

Save completed custom forms as PDFs

After we fill out and save a custom form for a client, allow me to save and download it as a PDF. Right now it doesn't save as a file type that we can send to insurance.
Guest about 4 years ago in Notes & Cases 0 Completed

Add Patient information to top of custom forms

Can you please auto-add the information such as insurance numbers and patient ID numbers to the custom forms, like it is on the daily SOAP notes. Otherwise the forms don't look professional and we'll have to add extra information to submit the eva...
Guest about 4 years ago in Notes & Cases 0 Completed

Quotation Marks in Progress Notes

For some reason whenever I try to do quotation marks in the Mental Status section of the progress note, it automatically fills in something I don't want. For example, let's say I wanted to say Client reported feeing "sluggish and blah" in the Aff...
Guest over 4 years ago in Notes & Cases 0 Completed

Change treatment goal "Name" field to "Goal" to match print out

On the treatment plan when determining the goals instead of having “Name” it would be helpful for it to match what prints out on the form which is “Goal”. I was so confused and tried to ask for so long about this matter. Now I know better.
Valarie Williams over 5 years ago in Notes & Cases 0 Completed

Add Z60.8 (Other problems related to social environment) diagnosis code

Z60.8 I need this code added to Theranest please
Guest over 5 years ago in Notes & Cases 0 Completed