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Create a report to review all clinical documentation for a client

Create a report that can be generated to review all completed clinical documentation for a client, including assessments, progress notes, treatment plans, treatment consents, etc., and could be re-ordered in the report based on my preferences for ...
Wendy Brooks 3 months ago in Notes & Cases / Reporting 0 Future consideration

Report on intake form status for clients

Allow me to run a report that will show all the intake documents that were sent to clients and the status of each document.
Guest almost 3 years ago in Reporting 7 Future consideration

Allow clients to sign progress notes from Client Portal

Allow clients to review and sign progress notes from the Client Portal.
Guest over 4 years ago in Client & Billing Details 6 Future consideration

Signature Pad for Signing documents

I would like to see the "draw signature" feature on the treatment plan (for the client) to be compatible with a electronic signature pad
Guest over 6 years ago in Notes & Cases 5 Future consideration

Access Wiley when copying a treatment plan

When copying a previous Wiley treatment plan, allow me to go back into the Wiley workflow to add additional goals.
Celeste Howells about 2 months ago in Notes & Cases 0 Future consideration

Add a safety plan

Develop a safety plan that would automatically prepopulate local emergency numbers
Guest over 6 years ago in Clients & Groups 0 Future consideration

Edit CMS 1500 form

Allow me to edit and save changes to the CSM 1500 claim forms. Some payers require certain options to be highlighted on the form in order for it to be processed. The only way to do this is to manually edit the claim after it's been denied and resu...
Guest almost 5 years ago in Billing & Payments 9 Future consideration

Allow admins to have supervisors

There are therapists who need to have full organizational access and who also need to have a supervisor in the system for licensing purposes. Currently this is not a possible configuration in theranest which is a major limitation.
Guest over 6 years ago in Practice Management & Administration 10 Future consideration

Spell check integration

There needs to be spell checking options when composing progress notes and other clinical documents. It is very important that these document are completely accurate and it makes it difficult when there is not this option. Tool should work like ...
Guest over 10 years ago in Notes & Cases 23 Will not implement

Remember items per page preferences

At the bottom of the client page, there is the option to select the number of clients that display. Have TheraNest remember what number I set so I don't have to set it every time I view the client list or other similar places in TheraNest.
David Russ over 3 years ago in Clients & Groups 14 Future consideration