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Notes & Cases

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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 over 3 years ago in Dynamic Forms / Notes & Cases 5 Future consideration

Add ability to email progress notes directly to clients from TheraNest

Hello, it would be nice to be able to email progress notes directly from the progress note section
Guest about 9 years ago in Notes & Cases 2 Future consideration

Add "Next..." and "Previous..." buttons to Contact Logs, Treatment Plans, and Progress Notes

For treatment review purposes, it is often necessary to browse through existing Contact Logs, Treatment Plans, and Progress Notes for a particular client. Currently, TheraNest makes it necessary to exit a Contact Log, Treatment Plan, or Progress N...
Guest over 9 years ago in Notes & Cases 10 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.
Niki McKay about 2 years ago in Notes & Cases 2 Future consideration

Show preview of dynamic form

It would be great to have a "Preview" feature added to the Forms designer, and/or a "Client Portal View" mode, so the form designer can see exactly what the form will look like when published, and what the client's view is when using the Client Po...
Guest over 6 years ago in Dynamic Forms / Notes & Cases 9 Future consideration

Attach documents to contact log entries

Allow me to attach documents to contact log entries.
Guest 9 months ago in Notes & Cases 1 Future consideration

Wiley Homework Planner and/or document library

Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.
Guest about 8 years ago in Notes & Cases 4 Future consideration

Add the ability to link multiple Progress Notes to Appointments

Add the ability to link multiple Progress Notes to Appointments. This ability would be helpful in the situation where clinics utilize progress notes and psychotherapy notes as methods of documentation for each appointment/session.
Jonathan Pinney 3 months ago in Notes & Cases 0 Future consideration

Change appointment time and service types in progress notes

There are times that I will have to go over the scheduled timeframe and need to bill a different code. I'd like to change this on the progress note and have it reflected back on the appointment, so our records are accurate.
Guest almost 6 years ago in Notes & Cases 10 Future consideration