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Notes & Cases

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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

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 almost 8 years ago in Notes & Cases 4 Future consideration

Customize the progress note header

Allow me to customize what information displays on the progress note header.
Dolores Crosby 3 months ago in Notes & Cases 0 Future consideration

Send intake forms automatically at a given cadence

Allow me to schedule certain intake forms to be sent on a specific cadence (e.g., monthly, yearly, etc.).
Guest almost 2 years ago in Notes & Cases 4 Future consideration