Customize initial assessment template
Allow me to create a custom initial assessment template similar to how I can create custom progress note templates using Dynamic Form elements.

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Emily Anderson commented
Create an assessment specific to Couples/marriage counseling
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Irma Romero commented
I would like to be able to customize the assessment in the client cases.
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Lorie Mullan commented
Would love the ability to customize the Initial Assessment and create additional ones as well. We ask for different information during intakes for adults than we do for children. Also, working with children in the child welfare system necessitates we have much more data than a child in their biological home.
It would also be great if we could add a field for Rule Out Dx.
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Katie Bade commented
Allow us to create a customized assessment that functions like the one created by TheraNest. Currently, we can design our own, however, it does not link to appointments, nor does it pull in a diagnosis, etc. Those can only be done by using the default forms created by TheraNest. Having the ability to either modify the default forms build by TheraNest, or the ability to create our own would be extremely beneficial.
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Christina Gareau commented
I AGREE!
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Daniel Sheff commented
Just adding my voice to the chorus that it would be great if we could customize the Initial Assessment form. At my practice, we are creating a separate Progress Note template to use instead, but it would be great if we didn't have to do that.
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Shawna Hedquist commented
This would be so helpful! It would allow the form to built in a way that fits the need of each therapist and practice.
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Christopher Ochocki commented
I totally agree, If I could pull forward Dx, Tx and other information, I would love to create my own assessment report, this one is a little light on the required data. Thanks for considering.
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Lauren Chapin commented
This absolutely needs to be a feature! Different requirements for differnet insurance companies/practices/licensure etc.
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FB Admin commented
Robust Psychiatric Evaluation is need
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Allow the option to customize IA
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Paige Ragogna commented
We would love this to be a feature so we can replace the default TheraNest model and replace it with our Bio-Psycho-Social assessment.
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Kat Ludwig commented
A specific spot for the diagnostic impression would be great, and one that is separate then the rest of that tab. My staff get confused and then fill out the whole form, and then have to fill out our dynamic diagnostic form as well that we require. I'd love to be able to archive that whole form to avoid the confusion.
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Cynthia Schirle commented
This is a really important to assure that assessment is thorough and address all of the best practices for therapists.
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Allyson Smith commented
CCA needs to be customizable to allow it to be completed according to Medicaid standards. Would also be great to be able to have a CCA specific to a child/minor.
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Michelle Mora commented
Would love to be able to customize to Physical and occupational therapy as well, many fields are unrelated. Making this customizable would be a huge benefit!
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Thomas Nguyen commented
Current initial assessment is incomplete. It does not provide biopsychosocial and MSE as mentioned by the previous commenter. Please allow us to customize the template. This is important when we bill state insurance.
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Kristi Erlich commented
The native initial assessment lacks a lot of fundamental information fields relevant to psychotherapy and state compliance. Please make them customizable or add important fields like substance use and addiction history/factors, physical/medical history/health, identities, trauma history, sex/relationship history/factors, MSE, etc. and probably a miscellaneous field too. Your assessment does not meet minimum state guidelines for compliance.
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Sharaine Webster commented
Make an ASAM Substance abuse assessment with all 6 dimensions and an extra space for a summary and recommendation for level of care OR make a connection to ASAM Co-Triage
https://www.asam.org/asam-criteria/asam-criteria-software/asam-continuum
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Thomas The Test Engine commented
It would be helpful to have the scales of the PHQ-9 and the GAD-7 at the bottom of each clients initial assessment.