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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Feb 15, 2023

Hide insurance information on note for providers without billing permissions

If we have providers that don't have billing permissions, don't allow them to view the client's insurance details at the top of their progress notes and other clinical documentation.
App Type TheraNest App
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  • Guest
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    Feb 24, 2023
    Yes! It doesn't make sense that Theranest allows us to set permissions, and then for the progress note to completely bypass these very permissions each time a clinician signs a note. This is a huge concern for group practices and something I've been suggesting for years!