Customize existing form fields & add new custom fields to clinical note templates (progress note, initial assessment, etc.)
Ability to edit existing fields / create additional fields to the progress note already created by TheraNest. I would like to edit the progress note templates. They are a great start but can not type in some places I would like to or can not add things on the progress notes form that would help my company. E.g. add check boxes for the interventions I use.
LAwrence Daskal, LCSW commented
Feedback after feedback. Month after month...and you haven't responded with a user friendly means for therapists to edit a template and to still import info from pt date and a prior note. I have to say that this lack of responsiveness to your customers' feedback is concerning. I may need to cut my losses and leave for another provider - just as my patients should if they perceive me to be uncaring or unresponsive.
Kelly Benson-Vogt commented
Please allow us to customize- I am not a mental health professional, so I would like to modify your forms and/or upload my own forms that are more applicable to my practice, while still being able to populate existing information such as dx, goals, etc.
Mary Roche commented
I have been using note templates that I like very much through a group practice's EMR. I would like to use the same templates for my patients outside of the group practice but I see that this is not an option with TheraNest. Will this be remedied? It seems this is an essential feature. By the way, with this group practice's EMR, one can easily add and use one's own templates, so it can be done. Thank you!
Nicole Baca commented
To be able to change progress notes and add items like check boxes, similar to the attached document for ease and speed in clinical notes.
Emily A. Kerr commented
I want to be able to edit the names of sections in the Note Template.
Kelsey Martin commented
We need to be able to edit all boxes and headings. I'm a speech therapist, and the titles and format do not fit my needs.
Ryan O'Farrell commented
Another lack on the progress notes is that if you create a custom form, you lose all of the auto-populated information such as client details and ID number, service date, session length, provider, diagnostic impressions, treatment plan, etc. If one could add these auto-populated fields to a custom form, many problems with customizing forms would be solved.
Rhonda Kelloway commented
We are a body-oriented psychotherapy practice. I would like to be able to customize the progress note to add additional fields providing checkboxes for (user-defined) interventions we use with fields to provide detail if needed. For example, a checkbox for EMDR, with a pop-up (or accordion down) with fields BLS method, NC, PC, Beginning SUDS, Ending SUDS, Begininng VOC, Ending VOC, Body Scan, and another field for optional notes. Another checkbox would be for Somatic Experiencing, with a pop-up (or accordion down) with fields for Tools Used, Touch, and a general optional note. My therapists are asking for this, and I know of another body-oriented group practice in the area using Theranest that would like this, too. You allow for making separate customizable forms. Why not bring those same tools to the progress note? Given the votes and all the comments on making the progress note customizable, this is clearly something that your users want.
Sarah Dew-Reeves commented
PLEASE make these notes actually customizable. It's great that we can now remove things that we don't want. But, it would be so much more useful for us to be able to add fields (like for modality), modify the drop-down options (limit to just the ones we actually use), add a section for misc. notes about mental status & reorganize the fields and drop-down options
Shalyn Rose commented
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.
Jean Tchazou commented
CREATE A FIELDS FOR: FAMILY CONSULTATION, COLLATERAL CONSULTATION, CASE CONSULTATION.
Jennifer Eaton commented
I hope to be able to edit progress notes and I absolutely want to format to be something that is aesthetically pleasing and functional. I'd like to see boxes edited for my treatment style.
Any check boxes that might be seen in future versions/updates need to be customizable for ease of use. What a DBT therapist would want will be different from speech/occupational theray... Maybe these can be on/off for user.
I find intake forms have a lot of sections that don't fit my treatment approach, It'd be great to have the health care section to be expanded on so it becomes a whole section for any other treatment team professionals....group therapist, psychiatrist, neurologist, school counselor...
I'd like to see diagnoses more easily transferable between types of treatment....I run a group so often diagnoses disappear and have to be redone over and over...maybe cases can be linked or not linked for different cases. I suspect they might not want to be linked sometimes?
If forms can be partially completed and sent through portal for signature, it'd increase ease of use for things like ROIs and med updates, etc. The more electronic...the better!
And then if we can copy/paste updates with ease....what an amazing improvement...
Jamie Myrick-Bray commented
I am having major issues with my licensure specialist for Medicaid in relation to the quarterly review for the treatment plan.
NETTI MILLER commented
We use a custom form for this, it works really well! It would definitely be useful to have all of the note in one place, but I bet it'd be tricky when printing notes to only allow "clinical fields" to print.
C. Michelle Gawronski commented
Create a place at the bottom of the note that allows user to document therapist notes that are not included in the clinical record.
Nicole Byers commented
it would be really helpful if the notes section could be edited in a more specific manner and then saved as a template. As a therapist working with children I need a different format.
Thrive Solutions commented
It would be helpful to just add a "notes" section in all Theranest forms for copy/paste content and free form as well as being able to add our own spin onto the exiting templates.
This applies to the intake evaluation, the progress notes, and the group notes as well.
Sharron Hill commented
After a recent audit, it was suggested that our Progress notes have "more meat." At a minimum we would like to be able to add prompts so clinicians have a clearer picture of what is being required.
The same goes with treatment planning. Being able to edit the treatment plans would streamline our note keeping. Because of the requirements made and monitored by the local managed care we had to develop a separate custom plan, and still utilize parts of the system generated Treatment Plan.
Samuel Crouch commented
Please add a recommendation box to the initial assessment tool