When creating a progress note, show the most recent treatment plan at the top instead of the bottom. Automatically have old plans minimized/collapsed.

Treatment plans should not bring forth every past tx plan ever written. It needs to bring forth the first written and most current. Or we should have the option to select which ones show up.

It would be nice to have the option to select the specific goals that we worked in sessions while developing the progress notes, instead of attaching all of the treatment plans (original treatment plan and the reviewed treatment plans). How do we get to do this?

Is there a way to make the treatment plan attachment to progress notes as an optional feature? I prefer not to add the treatment plans to the progress notes as this wastes too much paper when printing the notes for client files. I would like to be able to just print the progress note without the full treatment plan or treatment plan reviews. Also, another idea is to select a specific goal from the treatment plan as a reference in a drop down menu fashion if we wanted to include that as part of the progress note. Thanks in advance.

I'm so thankful there is now an option to "- Show Less" or "+ Show More" while typing the notes, but I would like the additional option to choose specific Goals and Objectives utilized or addressed in that specific session. I envision the use of radio buttons.

per insurance audits, each note is required to have the specific goal addressed in that session documented, as such have a box to check stating worked on goal 1, 2 etc would be helpful.

Option to select which treatment plan goal and objective I am focusing on for the session instead of having all of the goals and objectives listed on each progress note.

this is required by a lot of insurance companies and would protect us from auditors.

be able to have check boxes to indicate interventions ie. CBT, ACT and the goal to being addressed

Would also love if you can note degree of progress for each goal you are addressing on progress notes

treatment goals if dont use a check box number the goals so can indicate by number goal addressed in progress not

I have been wishing the goals were identified by a number or letter, so when typing the note I can say we addressed Goal 3, etc. The idea of check boxes for which goals were addressed makes sense to me. I don't understand why the old goals and the revised goals both show after I update the treatment plan. It's misleading when you read the note. I think only the current goals should display, and there does need to be some easy way to indicate which ones I addressed in session without retyping it into the narrative part of the note.

Goal check boxes to check off goals that were address on session in the note without rewriting goals

Take goals out of progress notes (or at least allow user to choose which ones are included since pediatric therapy is often 12+ months which tend to work on 3-5 goals at a time and then add more as mastery occurs)

add section to rate progress towards goals within the notes and be able to pull this data into a report so you can use it in the treatment plan review

There should be a way to complete a treatment plan review to show the progress that the client has made in a three month period. This is required for most states with licensing.

It becomes too much to have tx plan goals and objective pull the entire tx plan into the progress note. It would be better to be able to choose the tx plan goal and objective that is being worked on in that particular session rather than having all goals and objective pulled. Especially as tx plans are updated and hx of tx plan is also reflected in the progress note. This is unnecessary to show the hx part here. Tx plans can be reviewed on their own to show hx rather than it being a part of every note. If I ever need to print a record for a client, it will be a ton of printing due to the entire tx plan history being part of each progress note. SHORT TERM FIX would be to only pull current tx plan. LONG TERM SUGGESTION/FIX would be to allow the therapist to choose the goal(s)/objective(s) that is/are being worked on in that session from the treatment plan.

check boxes of what goal you addressed that day and a list of interventions you can customize to check ie. cbt, act, marriage etc.

I agree. We need to be able to add only the goals appropriate for that session or planning period.

Now that i have put a few of my treatment plans into the new format with theranest, it put the goal and ALL the objectives on my progress note. I want to goals listed, but the objectives take up three pages before the progress note is even started. This is a waste of paper, toner, wear and tear on printers, etc. I was directed by my clinical director to ask if there is any way to change the progress notes to continue including the tx goals on the progress note, without listing the objectives?