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Prevent progress notes if no treatment plan on file

If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...
Guest over 3 years ago in Notes & Cases 0 Future consideration

Allow individual codes/notes for family therapy by telehealth

I see families in multiple locations by telehealth. I need to bill as individual or family therapy not write a group note.
Guest over 4 years ago in Conducting Telehealth Sessions 1 Future consideration

Add a floating save button to custom form editor

When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Make sexual orientation a free-text field

When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest over 3 years ago in Clients & Groups 0 Future consideration

Add appointment status to the session units report

When running the Session Units report, allow me to view the appointment status.
Guest almost 6 years ago in Reporting 1 Future consideration

Add CC function for secure messages

Allow me to CC members of a client's contact network when sending a secure message. We see minors and when communicating with the client I need to include their parent(s) or guardian(s).
Guest almost 6 years ago in Messaging & Notifications 2 Future consideration

Set supervisor requirements per payer

Allow me to select what level of supervisory review a staff member may need based on the payer. For example, our supervisors only need to cosign all Medicaid documentation.
Guest over 3 years ago in Notes & Cases 2 Future consideration

Add client initials to treatment plan review email reminders

When I get an email for a treatment plan review, include the client's initials so I know what client to look for when I login.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Link to client's details from secure messaging

When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.
Guest over 2 years ago in Messaging & Notifications 2 Future consideration

Show if payment was portal payment on client's ledger

When viewing a client's ledger, show which payments were made by clients on the client portal.
Guest over 3 years ago in Billing & Payments 1 Future consideration