Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Sep 13, 2021

Create next appointment when filling out progress note

When completing a progress note, have a field for "next appointment" and allow me to pick a date. Once the note is signed, have the appointment automatically created.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |
    Sep 12, 2021
    On the Session/Progress Notes screen, somewhere near the "Planned Intervention" field, add a new date field labeled, "Next Appointment Scheduled For" that allows the therapist to enter the date that was agreed with client in that session for their next appointment. Once saved, if that field is populated, the system should automatically create a new appointment on the calendar for that client.
  • Guest
    Reply
    |
    Sep 12, 2021
    On the Progress Notes screen, right near the "Planned Intervention," have a date field for "Next Appointment Scheduled for" so therapist can fill out the date agreed with the client. Once saved, if that field is populated, the system should automatically create the next appointment on the calendar for that client.