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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Rebecca Rondeau commented
there should be a specific area for diagnostic impression.
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Deborah Kennedy commented
ASAP! Insurance is requiring justification for dx. Also, we need to be able to list the initial assessment as "Provisional Diagnosis" with a space to place rule-outs.
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Beth Bell commented
It would be beneficial to have a separate box to list criteria to support the working diagnosis in the initial assessment.
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AdminSarah M (Admin, theranest) commented
When I'm completing an initial assessment, allow me to include clinical assessments or the scores from clinical assessments (e.g., CBCL, GAD-7, etc.) into my document.
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Diana Castro commented
Add a history field labeled "substance use" to the initial assessment template.
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Teisha Hillmon commented
I wanted to ask if you could consider adding the CBCL to the options. That would be really really helpful. The customer wanted to have CBCL as an option for the initial assessments.
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Lushunda Wood commented
Is there a way to add a summary section to the initial assessment to summarize care and provide the rationale for the diagnosis
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Althea Bynum commented
Recommended change to the "Initial Assessment & Diagnostic Code" form. Please add "Legal History" (i.e.custody, guardianship, pending litigation) this way I will be in compliance with AZ State, Outpatient Treatment regulation R9-10-1011. Thank you
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Lushunda Wood commented
Adding Clinical Impression & Diagnostic Summary to the Initial Assessment. Is there a way to add this feature to the initial assessment, as well as the mental status examination. Often time when requested by insurance companies they would like to see the explanation to justify the dx and a summary of why a person needs Tx.
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Samuel Crouch commented
We need this ASAP
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Donny Hobbs commented
Wondering if it would be possible to put a "rationale for diagnosis" text box below the Diagnosis in the Diagnostic Assessment so that we can justify the diagnosis for ethical and insurance purposes? Thank you!
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Amber Ferrero commented
Link TheraNest's assessment and treatment plan to Medi-Cal's. An assessment and treatment plan is already required by Medi-Cal. It would be helpful to not have to fill out the assessment/treatment plan twice.
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Letitia Beckett-Haywood commented
It's not enough to just list the diagnosis on assessments but to note criteria, symptomatology, clinicians initial clinical impression and treatment. Perhaps this can be added to the Tentative Treatment Goals & Plans section or a made to be separate section altogether.
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Shanell Latta commented
I would like to see the Initial Assessment page fully customizable to add/delete sections. This would make Theranest more user-friendly for those of us NOT in mental health.