We have a very small staff and need all the staff to be able to view the contact log for clients, so that we can all be on the same page about client contact. There is currently not a way to do this without assigning everyone to the client or making everyone an administrator.

Contact log is totally in the wrong place its not a therapeutic log its for all contact. Office phone calls, billing issues, etc.. With it under case and notes its a 3 step process to make a note client called asked a question on insurance or whatever. Would make way more sense to have it under client detail tab!!!

I will agree with the other comments.

I am office manager for our agency. I am the primary contact person for over 30 clinicians and over 500 clients. I could more accurately log and track messages with access to the Contact Log Notes. Yes, I do have access to appointment information and can track those. But do not see logs of contact attempts, and messages sent or received.

Have a client notes log so that receptionists (not counselors) can leave important notes, reminders, updates, etc. This could replace having to leave notes on the actual appointment itself.

This is a great idea!

Hello,
I am not sure what category this should be under, but I think I'm in the right place.

Our front desk staff may not have access to the client record, but they still have to document calls. Would you be able to move the contact log tab to the tab section located on the client details page? It's easier too for staff to get to (and less clicking and searching by moving it there). Thank you for looking into this!

I LOVE THIS IDEA!!! I am also the main admin for our practice and 90% of all scheduling billing etc, goes through me. I would love to have that Contact Log a bit more
"accessible" as I do not use it now as it is "buried" this would help with any notes that the front desk must keep track of or communications with a client that the clinicians may need to know about and also , any legal issues .

It would be great if the admin team could access the contact log under their role. They can still require a signature by the assigned clinician. I would like to be able to have front desk/admin note in the EMR under the client any contact they have with the client too.

In my last EMR, there was a note to chart feature that administration and front desk had access to without being assigned to the client. That prevented them being able to view case notes and treatment plans, but able to document communication in the client's chart.

Is there a way Theranest can have a similar feature? It would be amazing if my front desk could simply document incoming and outgoing calls within the EMR.

As someone who manages our practice of 13 clinicians, I work out of every client tab except for Client Notes. I am the primary point of contact for clients to reach their clinicians, and handle all components of daily billing. The Contact Log is located under the "notes" tab currently, but it would be so much more convenient if it were located in the "Client Details" tab so that those like myself who are not clinicians and do not ever access client notes, can more easily use the Contact Log from the screens we are in most often.

I would like to be able to track contact with potential new clients, inactive/closed clients, etc. without having to have an open case -- as I might not be actively serving that client, but have received contact from them - For example: A request for records after their case was closed; I don't want to reopen the case, necessarily (because I'm not newly treating the client) and don't want to open a new case just for that contact. OR a client that is interested in attending a consultation, but then decides not to continue services.

Would like to have contact log for office staff to be able to record billing calls and notes

a phone log where we can document calls to and from clients and potential intakes. from a risk management perspective, this is a very important tool, and it is kind of a pain to have to write down the calls it then scan it into theranest. I tried to make on in the custom forms section, but that is too difficult to navigate through