TheraNest Ideas Portal
Add a new idea Subscribe
Status Future consideration
Categories Practice Management & Administration
Created by Guest
Created on Jun 7, 2022

RELATED IDEAS

Report on/audit general and clinical documents

Allow me to run a report that displays all the document names that have been uploaded to a client's general documents or clinical documents, or a way to audit these documents so I can ensure each client has certain documents on file (e.g. a release, cc auth, etc.).
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |     May 4, 2022
    Top-level admins should be able to run a report of all clients (that can also be filtered by provider, date range, etc) that generates the filenames of the General Documents for each client (i.e., the names of the uploaded docs in each client's Gen Docs folder). This would be extremely helpful for monitoring compliance for Good Faith Estimate docs, Releases of Info, assessment or other post-intake forms, Vaccination cards, etc. In the TN explanatory writeup, you would want to emphasize that it is helpful for practices to use 'standard' naming conventions for these files to make it easier to sort or audit the generated reports.
  • Guest
    Reply
    |     May 4, 2022
    Top-level admins should be able to run a report of all clients (that can also be filtered by provider, date range, etc) that generates the filenames of the General Documents for each client (i.e., the names of the uploaded docs in each client's Gen Docs folder). This would be extremely helpful for monitoring compliance for Good Faith Estimate docs, Releases of Info, assessment or other post-intake forms, Vaccination cards, etc. In the TN explanatory writeup, you would want to emphasize that it is helpful for practices to use 'standard' naming conventions for these files to make it easier to sort or audit the generated reports.