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Notes & Cases

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Browser back button should retain date filter on the Agenda

When writing notes, I used to click my browser's back button to return to the Agenda to date I had filtered it to. Now, it always takes me back to today's date.
Guest 3 months ago in Notes & Cases 0 Future consideration

Create notes for therapists I supervise

As a clinical supervisor of supervisees working within our group as employees & also graduate student interns, it would be nice to have the ability to create supervision notes for the staff I supervise.
Guest over 5 years ago in Notes & Cases 2 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 over 8 years ago in Notes & Cases 2 Future consideration

Highlighting text in notes

Add functionality that allows Users to highlight certain words with Notes for emphasis and as a reminder to discuss a point with a client.
Guest 6 months ago in Notes & Cases 0 Future consideration

Click and drag to re-order default intake forms

Allow me to click and drag to re-order my default intake forms. It's hard to use the arrows.
Guest 6 months ago in Notes & Cases 0 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

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 over 5 years ago in Notes & Cases 10 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 almost 9 years ago in Notes & Cases 10 Future consideration

Allow multiple open treatment plans

Allow me to have multiple treatment plans open. We have different departments that will write a treatment plan under the same case.
Guest 3 months ago in Notes & Cases 0 Future consideration

Don't copy previous content when creating a new treatment plan

When I create a new treatment plan for a client that already has an existing one, don't copy the content from the previous treatment plan over to the new one so I can start fresh with new content and new goals.
Guest about 4 years ago in Notes & Cases 1 Future consideration