It's disappointing to know so many people need this feature, and it hasn't been able to be created. We have been asking for an alert or reminder ever since we have been with Theranest and they just keep saying it's on their radar.

I want to be able to give each therapist a message or alert when they login like I get as a supervisor for notes. But I want to be able to personalize each alert depending on what I need them to know. Please come up with this!!!

I concur I also used a program that had this feature - I found extremely helpful

Add a section for us to type in a "to do" list (like a sticky note or something) - maybe on the calendar page or a tab on the homepage? - or in a client's file?

I see someone else has suggested this be a feature, and I concur that it would be very useful to have the system enabled where to-dos can be streamlined for things like progress notes, treatment plan, treatment plan review, etc. For these to be done in a way to prompt therapist to do them at the necessary intervals.

yes!!!!

And have the option to assign tasks and "To Dos" to other coworkers?

Would appreciate a feature to assign tasks to other providers and/or office staff within the organization with the ability to attach notes, documentation, and/or patients' details for quick reference.

This could be good for providing feedback to Supervisees about changes needed in their notes, inquiring with billing staff about a specific patient's insurance, or asking someone to take on a new case.

I am highly considering using another EHR if Theranest does not create a to do or task list. I want an easy way to see what needs to be done, what notes need to be written, in particular. This system is cumbersome to run a report or go through agenda to see if a note is missing. This system is not as intuitive as others in how you click to see things. I really hope positive changes are on the horizon since we pay over $300 a month to use Theranest and find it mediocre at best.

A to-do list is essential! I am seriously considering switching therapy software programs simply because TheraNest does not currently offer an automatically generated to-do list. If an appointment is considered "kept", writing the note should be automatically added to the to-do list. When new client charts are created, an initial assessment and treatment plan should be automatically added to the therapist's to-do list.

For me, something like this would meet my need to track expiration dates on releases of information. For example, I would enter a task at a future date, to renew the consent if needed. For security reasons, I'd like it to be inside Theranest.

Please add a TO DO LIST category

A function where we can set reminders to show up on our calendar to follow up with a client, or we can set it to remind us to follow up if a client hasn't scheduled for a certain length of time

A simple to-do list that is easy to add to and communicates with our agenda or calendar- if a client is mentioned in a to-do task, it reminds you on their next appointment.

it would be so helpful to have a feature where we can put of to do list for case purposes.

There are so many votes for this change. Can you please update us. I'm starting to feel discouraged with the lack of movement on quite a few suggestions.

it would be nice, if there was an option to set tasks for things that need to be done for a specific client. An example, if we need to charge someone on Thursday, we can set a task to remind us on Thursday to do so.

a provider todo list would be helpful to keep track of notes done and not done

Reminders that you can write to yourself that you don't want included in the clinical note. For example, check on homework assignment, collect late fee/cancellation fee, discuss a certain topic, monitor for manic symptoms, provide resources for..., explore a certain area, apply a certain intervention, etc

It would be great if I could set an alert....such as call client in 30 days for a status follow up.

Thanks