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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Nov 30, 2021

Add individual progress note to group case

If I see a client as part of a group, but also see them individually, allow me to add their individual progress note to their group case. I don't need to create a separate case and want to keep all of their documentation together.
App Type TheraNest App
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  • Barbara Homrich
    Reply
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    Jul 26, 2022
    It is very cumbersome...sometimes I have to go to the other case note for reference, to have the documentation all together world certainly be more efficient. Efficiency is a primary reason docs like/hate specific EMRs. Helping us to to be more efficient is helping TheraNest business :)
  • Guest
    Reply
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    Nov 29, 2021
    Hello, I was trying to figure out if there was an easy way to add individual progress notes into a group case. One of our counselors is seeing a couple in our office, and they are doing one individual session with each member. I asked support if there was a way to add/link that note within the group case without creating a group appointment and marking one as canceled/no show. Their response: "In order for the appointment itself to be included in the group case, it will need to be categorized as such (and you were on the right track to mark the other attendee as absent). At this time, there is no away to put an individual appointment in a group case." They also encouraged me reach out to you. Thanks in advance.