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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Aug 18, 2022

Less steps to close a case

There are a lot of steps to close the case. Make it easier to close and apply my signature to a discharge summary to close the case.
App Type TheraNest App
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  • Starlain Saldana
    Reply
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    Feb 23, 2023
    Signing the close note is cumbersome. The button that now simply says "Close", can you modify it to be both "close and e-sign" so don't have to navigate to a whole different page with additional steps.
  • Guest
    Reply
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    Nov 2, 2022
    Currently, we complete the closing note, then we have to go back out and open up the Close Info tab on the top, in order to be able to E-sign the note. It would be much easier to be able to E-sign on the closing note in the first place.
  • Guest
    Reply
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    Oct 17, 2022
    It would be fantastic to be able to E-Sign the closing note on the same page as the actual Closing Note. Currently with the existing functionality, we have to leave the Closing Note, go back out to All Cases, go to the top bar, find the newly added Close Info tab and there E-Sign the note. Not clear way we need so many steps, and for some less computer savvy therapist this is confusing.
  • Guest
    Reply
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    Sep 20, 2022
    We are now able to sign the closing note, however it appears a bit clunky since the signature is not on the same page as where we initially complete the closing note. We now have to backout to "return to cases", then there appears a new tab called "Close Info" and we sign it there. This appears to be additional steps that confuse my staff. Thank you for your consideration.