To-do task checklist & reminder feature
I have used another practice management program that had a feature that had a "to do list" feature that reminded you of anything missing from all client files. So for example, the to do list might itemize missing progress notes, missing demographic info, etc. It looked like this:
"Do progress note for John Doe's therapy session on 10/10/17"
"Enter demographic information for Jane Doe"
"Missing insurance and billing information for Joe Blow"
"Create a treatment plan for Joe Blow"
"Create a termination note for Client X since there have not been any appointments for 60 days"
Great if we can use the task list and reminders function for client tasks and general business or admin tasks.
Cheryl Miller
shared this idea
Hi everyone! We have released the core functionality of the Task List, and will continue to add enhancements in the coming months. Improvements to come include reminder notifications, the ability to assign a task to someone else, and automatic task additions. Please suggest and vote on these improvements in UserVoice so we can determine which ones to work on first!
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Tamra Forsman
commented
This need to have a feature that will pop up for Admin staff that alerts us when a client has expired insurance or a balance or any missing documents etc... that way they can't be checked into an appointment without the admin staff knowing
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Melva Moore commented
Allow us to custom the reminders. Have these reminders include options to remind therapist at session 12, 24 etc to resend assessments etc.
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Laura Ely commented
I think this would be very nice, especially if I could set what items the list shows (just thinking that I may not find all the demographic information necessary)
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Lindsay Dye
commented
Allow therapists to set alarms for specific clients. For example, I review some specific paperwork forms every 90 days-- it would be nice to be able to set alerts so I know when that needs to happen.
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Jill Hacker
commented
To do list:
of notes and intakes, treatment plans reminder. -
Melynee Clegg
commented
why isn't this happening??? It clearly is a top priority for theranest's clients. It has been requested since 2014!!!
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Tynya Patton
commented
Send an email each day or have a designated page that tells you what's due. Also, an email in the morning with your agenda for the day would be nice.
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stephanie souza
commented
sounds good, but also need to add in our own tasks and should include missing billing
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Elizabeth Benson commented
I recommend this become a priority. It would be extremely helpful.
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stephanie souza
commented
we really need a way to have a to do list with reminders show up on calendar.
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Allyson Smith commented
I too have used other EHR/EMR and a "task" or "to-do" list is EXTREMELY helpful. Disappointment TheraNest doesn't offer this feature. So many people are asking for it... since 2017! Hopefully this can become a priority.
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Sonya Padilla
commented
I have suggested this function in the past and still believe it would be incredibly helpful and make it to where Theranest is much closer to fulfilling all of my practice needs.
Along those same lines, it would be helpful to see any notations I make in an appointments note section on my agenda view. This would allow daily client reminders as I need and would provide ease of access of such information by reducing the number of window and clicks I need to make in order to find such information.
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Mariah
commented
I'm considering moving from TherapyNotes to TheraNest but if this feature isn't created it will be a no-go for me.
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Amber Dangervil
commented
To have a to do list area in the calendar view would be very helpful. For example, if Im waiting for a client to get back to me about scheduling their next appointment, I can write "follow up with XYZ" in that note area and see it next time I open my calendar. Kind of like the client note section but docked in the calendar view.
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Jennifer Jenkins-Boitnott
commented
Yes please add a to do list feature of all appointments and linked progress notes that need to be done. It is very difficulty to make sure that there aren't past notes missing. I recently switched from Therapy Notes to TheraNest and I really miss the to do list feature. I love so much about TheraNest, the to do notes list would be a major improvement. I have to go to the list of appointments, write down the dates of services, then double check my completed notes to make sure that I'm not missing any.
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Shalyn Rose
commented
Is this feature being considered? If not, I am seriously considering switching to a different EHR.
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Donna Massey
commented
This would be great if you can "assign" someone something on their to do list. If a progress note is incomplete, then a supervisor can assign "complete progress note" with a "due by" date.
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Neva Morrison
commented
I am coming from TherapyNotes and because I subscribed to iTherapy and TheraNest is the EHR system I joined. It is not as user friendly as TherapyNotes...and to not have a To Do List feels like a big deficiency for an EHR platform. And that it was recommended in 2017 is making me reconsider my decision to switch.
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Jennifer Pellegrino
commented
It would be helpful if the calendar had a to do list/task list function where I can write a to do list for the week and/or day. Also, maybe a section at the top of the calendar where you can write something that needs to get done that day but at no specific time. For example, I might write "call XXXX" on Monday (but not asign it to a time slot).
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Jennifer West
commented
It would be helpful if there was a way to view an ongoing agenda list (or a to-do list) of open items (e.g., notes that have not been completed or invoices that have not been created for an appointment). Right now only viewing by the day makes it easier to lose track of an item that was not completed. I'd like to be able to look at a list by week, month, or even year to see the total of open/unfinished agenda items.