Don't retroactively change diagnosis code if updated

When creating a progress note, we have the option to 1. Create a new note 2. Copy note from last session or 3. Create a new Wiley note It would be helpful if those 3 options were also made available for the Initial Assessment and Diagnostic Code note and the Treatment plan. When we reevaluate a client or we simply want to update those notes, we could have a dropdown that allows us to copy the note from the initial assessment or treatment plan the edit and sign it. This would prevent users from having to create a new case or having to unsign the note. It's not an entirely new case. It is ongoing and we need to be able to update our initial evaluation and treatment plan.

When Diagnosis is updated it should NOT effect existing and signed notes, assessments and treatment plans.

This continues to be a problem and I don't understand why it hasn't been corrected in the six years we have used TheraNest and since it was first reported as an issue by Amber F.

This continues to be an issue and is truly making me question leaving Theranest. It is very confusing to have to create a new case- when a diagnosis changes. It also creates a new client- by using a different variation of their name. This means that it is also linked to PAYING MORE to for a higher number of clients because of a diagnosis change!!! How can this make sense to you and how can I help you to understand that this continues to be a SERIOUS issue that needs to be addressed for both legal and ethical reasons???? Please DO contact me, if you don't understand why this is IMPERATIVE !!!

This continues to be an issue for me and I don't understand why changes haven't been made yet. It is EXTREMELY important to fix this issue. We should not be creatiing new "cases" when we change the diagnosis. From a legal standpoint- it makes no sense to create a new case.. we should be able to change the diagnosis whenever we wish and that should NOT change the previous diagnoses to the new one. This is a SERIOUS ISSUE but yet it is 2024 and still not addressed???

It makes NO sense to me that when I add an addendum that removes a diagnostic code (V61.10 Partner Relational Problem, for example) for a client who was with someone at the beginning of treatment but is no longer in a relationship, that the Dx is removed from all previous progress notes. Ideally, the change should be reflected only on progress notes from the date of the addendum forward. You might want to look at this because it could be particularly confusing for cases that end up subpoenaing medical records for court.

This is extremely important to change as it messes up documentation and will create significant problems with a licensing audit. Please fix this ASAP as it is a serious problem.

Diagnoses on past superbills and invoices incorrectly update to the current diagnosis. This feature needs to be fixed so that documentation is accurate when pts request a past superbill or an audit occurs.

The way it works currently, the current diagnosis is what shows on all invoices and superbills, past and present. I want to change dx codes for the superbills if the initial dx is other specified for 3-4 sessions and then the dx changes to something else. When I use addendum's to do so, it seems to change all previous dx codes on the invoices despite the dx being something different previously.