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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Jan 18, 2023

Prompt for signature after approving note

As a supervisor, allow me to apply my signature after approving the note rather than going back in to sign in.
App Type TheraNest App
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  • Guest
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    Jan 12, 2023
    Thanks for offering this newer feature. It's great to have; however, I find the steps/process to be a little unwieldy and in reverse sequential order (for my needs). My recommendations are: 1. It would be great if the Supervisee can still save/e-sign the assessment, tx plan, and progress notes, then Supervisor gets notification, reviews it, approves it and e-signs it (in that sequential order). 2. It would be great if the Approve button had a drop-down option where Supervisor can both approve and e-sign in one easy step vs. current set-up. 3. No need for Supervisee to get email notification (if recommendation #1 was an option) after Supervisor reviews, approves, and e-signs. Thank you!