Can Treatment Notes (a custom form) fully replace Progress Notes? The error is: No diagnostic codes found in the notes for (date) session. Make sure the session has progress notes for the date and time of the session.

So much agreed. Thanks for posting this. The wording safety contract is very outdated.

I like most of the progress note format, but it is missing some things. I tried to create a new template which did not work well either. Since most of what we need to submit for insurance is there, having a way to either add to the current note or use the note as a start to another template would be awesome. For example, having a place for those in attendance of session, with the client or being able to add a couple additional information boxes while keeping the remaining note items would be great.

check box to indicate continue with treatment plan or change in goals

The progress note fields are overly vague, not useful. Please allow users of customize their own progress notes, maybe like a custom form?

I want to create my own progress note template {custom form} that can be linked to sessions just like Theranest's progress note.

This is very important and would also need to be efficient, like integrated with the progress note so as able to document this easily while documenting the progress note (vs. having to pop out back and forth to other windows or at least be able to open a second window while also in the progress note).

Yes, please! There was an article you put our regarding psychotherapy notes vs. progress notes and advertise your program, but I cannot find how you would do this using theranest...unless I am missing something. It would be great to add my more typed notes on insights for particular cases beyond progress notes. Thanks!

I would suggest that there be a way to create a custom template that you can put info in to the boxes like predetermined phrases to fill the boxes.

If a custom form (ie Progress Note) can have the same features as the actual progress note such as the supervisor getting a notification requiring a signature.

Branching/rules (e.g., client clicks on "yes" form unhides questions/fields, client clicks on "no" questions/fields remain hidden or client clicks "private pay" financial aggreement that requires signature is made visible, client clicks "bill insurance" fields related to insurance (i.e., policy #, name, group #, etc.) are made visible.

Table/Matrix (singe entry - check boxes rating scale; multiple entry - column heading medication, dosage, times or people living home, name, age, relationship).

Attaching/embedding consent forms or other forms that require signatures to intake forms.

Let’s you edit the progress notes template. I have an ABA company, so there are different wordings I’d like to set as a template for them to fill out as the progress note

It is my hope that this is implemented in the near future. This is greatly needed.

Agreed! I made my own, but it is kept in a separate place from the client's progress notes in their case file, so not ideal.

I think it could be beneficial to allow therapists to adjust their note taking form- I get frustrated that I can't read the entire note at glance and have to scroll down to read it and while I'm typing. I also feel that the current form limits counselors to take notes in a specific way which may not be applicable to everyone!

To be able to add additional features to the note already created by Theranest or to have the full functionality of custom forms that the Theranest note has.

(e.g., start/stop times, people present in session, referrals, etc.)

I agree that I would like to see this be editable. I am a psychologist, but I don't want the fields in that order and I want other pieces of information in the form. Currently, we don't use the form at all. We use our own form and upload it.

This really NEEDS to be optional. I understand the software is geared toward mental health, but there are a large number of users that are not in this field. Please at least allow for two choices of Initial Intake forms. Maybe one geared toward speech, physical, and occupational therapy and one for mental health. I really with the initial intake form could be altered more to fit my needs as a Speech Language Pathologist.

Is it possible to make a custom form a progress note? I use a slightly different format than the one inside of TN and would love to combine/customize the two formats.

Since this is software designed for Mental Health Professionals specifically I appreciate this being in the software.