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Notes & Cases

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Symptoms drop-down menu on Progress Notes

Symptoms drop-down menu on Progress Notes
Guest about 6 years ago in Notes & Cases 2 Already exists

add mild, moderate, significant, regressed, no change to the progress note

I received agency status from private practice. My audit went well using Theranest but I will need to put the status of the client on each note. That was something that I had to show that I could do before passing me to the next phase. I can write...
Guest about 8 years ago in Notes & Cases 0 Already exists

Diagnosis on Treatment Plan

I would like to have the ability to include my clients current diagnosis on the treatment plan. It seems if we are basing goals and objectives on a diagnosis than the diagnosis should be on the treatment plan.
Guest over 9 years ago in Notes & Cases 0 Already exists

multiple accounts with same email

There are several families that I work with who have me work with the members individually. Thus, I keep individual accounts for these INDIVIDUALS. However, the parents are all stuck in a bind where they can't use the same email for their own prof...
Guest almost 3 years ago in Notes & Cases 0 Already exists

Bulk Download Notes

Bulk download notes. Being able to download notes from one date to the other in bulk. Currently having to do individual and super time consuming.
Katelynn Rickard 7 months ago in Notes & Cases 0 Already exists

Auto-population of Termination Summaries

It would be great if Termination Summaries auto-populated with the relevant information that has already been entered elsewhere for the case, (e.g. name and date of birth, diagnoses, and treatment goal) so as not to have to enter them again. Thanks!
Guest over 5 years ago in Notes & Cases 0 Already exists

View open notes

To ensure all open notes are successfully signed. It would be helpful to have a section where it shows your pending notes, such as it showing pending notifications.
Guest over 5 years ago in Notes & Cases 0 Already exists

electronic signatures to custom forms

Sometimes you need to update a form like a fee agreement or complete something like a release of information, it would be great to be able to add in an electronic signature to any new custom forms you create that you need the client to complete an...
Guest over 4 years ago in Notes & Cases 0 Already exists

Copy new custom forms to intake forms

I made a few custom forms that I wanted to copy into my intake forms but was unable to do so. It would be great if I could just. pull them into my intake forms without needing to start over from scratch to re-create the same form in the intake for...
Guest over 4 years ago in Notes & Cases 0 Already exists

Unbillable note option

Please add an unbillable option to be able to enter notes for information purposes only and not for billing purposes. This is an important option when working with Medicaid
Guest over 4 years ago in Notes & Cases 0 Already exists