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TheraNest App

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264 results found

  1. Default client's intake date field to date of completed initial assessment

    We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened not when the client was added to the system, this is costly detail in an audit.

    27 votes

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  2. Don't preview notes after saving

    After I sign and save a client's note, don't open another screen that shows the PDF version of the document.

    1 vote

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  3. Allow supervisees to sign notes before Supervisors

    Allow a supervisee to sign their note before sending it to the supervisor for approval/co-signature.

    60 votes

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  4. Add service line to specific plans

    Ability to add service line to the assessment and treatment plan.

    1 vote

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  5. Move existing progress note to a different case

    Allow me to move a progress note to a different case for the client because sometimes it gets saved to the wrong case.

    12 votes

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  6. Create notes for therapists I supervise

    As a clinical supervisor of supervisees working within our group as employees & also graduate student interns, it would be nice to have the ability to create supervision notes for the staff I supervise.

    24 votes

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  7. Require diagnosis on Initial Assessment

    If the diagnosis is not entered into the "Initals assessment & diagnostic codes" tab, clinicians can still write and sign their notes, however, a barrier/alert populates when we try to bill. This leads to having to remove signatures and sending requests to the clinicians to enter the diagnosis. Can an alert populate that forces a diagnosis to be entered before moving forward with documentation?

    15 votes

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  8. Turn off option to type in client signatures

    Please allow ability to turn off the type in signature feature as it is not accepted by some states or insurances.

    3 votes

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  9. Change appointment time and service types in progress notes

    There are times that I will have to go over the scheduled timeframe and need to bill a different code. I'd like to change this on the progress note and have it reflected back on the appointment, so our records are accurate.

    23 votes

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  10. Require linked appointment when saving Progress Notes

    As an admin, allow me to require a progress note be linked to an appointment before it can be saved as sometimes our therapists forget to link progress notes to dates of service.

    4 votes

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  11. Allow multiple client signatures on clinical notes and intake forms

    Allow me to add multiple client signatures to intake forms and clinical notes. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.

    273 votes

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  12. Symptoms drop-down menu on Progress Notes

    Symptoms drop-down menu on Progress Notes

    34 votes

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  13. Copy last treatment plan

    Allow me to "copy last treatment plan" option to create an updated treatment plan so that I can make updates without recreating the entire treatment plan.

    70 votes

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  14. Adjust font in printed documents

    Allow me to adjust the font type and size on clinical documents and invoices.

    45 votes

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  15. Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

    Provide general templates such as PIE, DAP, and SOAP for clinicians to choose from.

    195 votes

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  16. Pull treatment goals and dx codes into custom forms

    Allow me to include the client's treatment goals and diagnosis codes in a custom form. We've created a custom form for our progress notes and want to include this information.

    14 votes

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  17. Copy and sync clinical information across different client cases

    We are a group practice and we do share clients….ex. we have clients that see one therapist for individual and another for couples and perhaps another for group. We are all part of the treatment team so we are all assigned to the case and have ROIs in place in order to share information. The sharing of information is also in our treatment consent form and HIPAA form that clients complete at intake.

    61 votes

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  18. Assign custom forms to specific clients

    I would like to be able to assign specific custom forms to specific clients instead of them seeing all forms.

    15 votes

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  19. Require a completed progress note to submit claims

    Allow me the option to require a signed progress note before a claim can be submitted.

    47 votes

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  20. Add Mental Status Exam to the initial assessment

    Add a Mental Status Exam to the initial assessment template in Theranest it is the only area missing to be Medicaid compliant.

    75 votes

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