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.
Tiffanie Williams commented
I would definitely like the ability to edit existing note templates to fit my company's needs.
Rachel Vaughan commented
If there is a way to customize the boxes to meet the needs of our clinic. ex we dont needIs Client Appropriate For Agency Services? And we also would prefer check box options for treatment length (5-7, 8-12, 12-15 sessions) or pertinent history ( we would put check boxes like has been in treatment before, married, divorced, etc). It is really limited to what the theranest template has deemed appropriate fields for the initial assessment criteria.
Mandi Cauley commented
YES and the ability to edit/add custom fields on most standard pages like client details would be great.
Yesenia Sanchez commented
I would like additional options for closing disposition such as "client declined services" and "other" options.
Heather Cook commented
I would like a more customizable note template nad the ability o change the section headings, to be able to add or delete text boxes.
Kenneth Nelan commented
I would like to be able to change the Initial Assessment & Diagnostic Codes template to include the following information, which is required by my and other states.
Past Psychiatric History: (Obvious reasons)
Trauma History: (Obvious reasons)
Family Psychiatric History: (I've been including this in the Family/Psychosocial Assessment
, but it would be great to have a separate section for it).
Medical Conditions & History: (some medical problems can have serious psychiatric side-effects)
Current Medications: (needed to be aware of psychiatry and possible side-effects of medications)
Substance Use: (I am a dual diagnosis therapist and NOT having this section seems wrong to me)
Social History: (how a client is away from their family can be as important as with their family)
Developmental History: (Needed for better understanding if there are medical connections or if there were problems early on in life)
Legal History: (if legal problems, are there psychiatric reasons?)
Strengths / Liabilities: I see the strengths, but liabilities can be important information as well - for example, Low SES can be a huge indicator of possible trauma given living situations)
Melissa Bagnall commented
We should be able to edit the progress note template to fit insurance billing needs. Simple practice allows for this and I am currently considering a change to them as it would be less work.
stephanie souza commented
Each state and insurance company has requirements that need to be followed by each provider. It would be great to be able to ensure we are in compliance by being able to edit the templates provided by theranest ie. progress notes, assessment, treatment plan, so we can do so. Many other provider system allow this such as simple practice.
stephanie souza commented
ability to add sections to diagnostic assessment, notes etc so we can individualize for our audit needs and state requirements.
Jennifer Longstreth commented
The notes, treatment plans and assessments needs to be customizable
Shafeena Khan-Salim commented
It would be helpful to be able to add custom fields to our note template to make them personal to the practice. Including the ability to have check boxes to be able to check certain things off that are present during the time of session.
Ava Rose commented
I would like the ability to indicate and edit who was present in a session. Ideally, this field would default to the client, but could be edited to add any additional participants (ie; for couple or family sessions), or change to collateral contacts when the primary client is not present (ie; partners, parents, etc).
Brandi King commented
I would really like to see the Progress Notes have the ability to add fields as well as delete and edit those that are already there. I work with a number of different insurance companies that have different requirements for progress notes. It looks like many other users agree and would like to see this change as it would truly benefit many of us a great deal.
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.