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Notes & Cases

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801 VOTE

Customize existing clinical note templates

Allow me to customize the existing clinical note templates (i.e. progress notes, treatment plan, initial assessment, discharge summary) so that I can add and remove fields that are relevant to my practice and meet my payer requirements.
Guest almost 11 years ago in Notes & Cases 196 Completed
102 VOTE

Add template for Good Faith Estimate

Have TheraNest create a template for a Good Faith Estimate in Dynamic Forms.
Guest almost 3 years ago in Notes & Cases 17 Completed

Update Wiley treatment planner and progress notes

Update the Wiley Treatment Planner and Progress Notes because some of the information seems outdated.
Guest almost 2 years ago in Notes & Cases 4 Completed
281 VOTE

Ability to reorder tabbed navigation items in client/group cases

It would be great if we had more control over the order the tabbed navigation items, so that we could adjust how they appear under the client “notes” section in logical order or to make them consistent with our chart order.
Guest over 10 years ago in Notes & Cases 44 Completed
168 VOTE

Add ability to show/hide Treatment Plan History in Progress Note

Currently, every treatment plan and update is pulled into a progress note, which, after a while, has started creating 10+ page notes!
Guest almost 9 years ago in Notes & Cases 40 Completed
127 VOTE

Autopopulate client information in custom forms and intake forms

When creating custom forms, it would be helpful to have the client information boxes be automatically added to the form, or to at least have the option to add them to the form. The same way would appear on progress notes and the initial assessments.
Guest almost 7 years ago in Notes & Cases 21 Completed
109 VOTE

Notify supervisors of completed treatment plans and initial assessments

Alert supervisors of completed treatment plans and initial assessments so they can review them and/or co-sign them.
Guest over 6 years ago in Notes & Cases 21 Completed
137 VOTE

Release of information intake document

Have TheraNest create a Release of Information document that's included as part of the intake paperwork.
Guest over 8 years ago in Notes & Cases 15 Completed
124 VOTE

Add addendum to signed clinical notes

Add addendums to progress notes, treatment plans, initial assessments and custom forms after these documents have been signed and locked.
Guest over 8 years ago in Notes & Cases 26 Completed

Make progress note Creation Date optional

HI there! I love using Theranest to input my client notes but the new "creation date" feature is not my favorite. I often write notes by hand and enter them in later when I have time. This feature makes progress notes inflexible and could potentia...
Guest about 6 years ago in Notes & Cases 26 Completed