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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Oct 4, 2021

Save draft of treatment plan before adding goals

If I fill out a client's treatment plan and then click to add a goal, none of that information is saved. Since the goal button is right in the document I often forget to click the "save" button. The draft should save automatically when moving to another area of the treatment plan.
App Type TheraNest App
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  • Guest
    Reply
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    Oct 4, 2021
    the initial section of the treatment plan should autosave when you go to add a goal. I know there is a draft, it's just annoying and I wish it would know that since I'm "adding a goal" I want to keep all that information I just typed.
  • Guest
    Reply
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    Jan 29, 2019
    As of now, if we fill out the top of the treatment plan page and do not save, when we add goals, we lose everything in the top part of the page. Can you please change this so we only need to save it once when we are done? When I am creating my treatment plan, I am focused on the plan and often forget to save as I work. This may seem like a small thing to remember but it really isn't. when I am deep in thought about clinical issues. Thank you!