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Notes & Cases

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Add process notes page

It would be helpful to have a tab that is designated for process notes that can be labeled as separate from the rest of the medical record. These notes are more detailed by the therapist and are more protected under HIPAA.
Guest over 6 years ago in Notes & Cases 5 Future consideration

Default client's intake date field to date of completed initial assessment

We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened n...
Guest about 5 years ago in Notes & Cases 4 Future consideration

Automatically change the appointment to "Kept" when a progress note is created

Have the appointment status automatically change to "Kept" if I create a progress note.
Guest 7 months ago in Notes & Cases 2 Future consideration

Remove unbillable diagnosis codes after period of time

If a diagnosis code is no longer billable and it's past the date to submit corrected claims, then remove the code from TheraNest so I don't accidentally select it.
Guest almost 2 years ago in Notes & Cases 2 Future consideration

Selecting the Organization name should display the Agenda view

Allow one click access to the agenda while still maintaining the calendar view with the default view.
Guest 5 months ago in Notes & Cases 1 Future consideration

Don't show progress notes for canceled & no-showed appointments

When a client cancels an appointment or is a no-show, remove the action to create a progress note.
Guest about 4 years ago in Notes & Cases 4 Future consideration

Recover recently deleted forms

Allow me to recover recently deleted client or case forms in cases where a staff member accidentally deleted a completed form by mistake.
Noah Marriott 2 months ago in Notes & Cases 0 Future consideration

Disable "copy from last session" button for clinical documents

As an admin I want to prevent my providers from copying a clinical note/document from the last session because they should be writing unique notes every time.
Guest over 1 year ago in Notes & Cases 6 Future consideration

Display missing progress notes in client details

Have a missing progress notes button in each client folder so that you don't have to go back to the entire list of clients each time and sort etc.
Guest over 6 years ago in Notes & Cases 4 Future consideration

Notify supervisors of completed dynamic forms

When a dynamic client or case form is completed, send a notification to the supervisor.
Guest almost 3 years ago in Dynamic Forms / Notes & Cases 5 Future consideration