Customize existing clinical note templates
Allow me to customize the existing clinical note templates (i.e. progress notes, treatment plan, initial assessment, discharge summary) so that I can add and remove fields that are relevant to my practice and meet my payer requirements.
TheraNest's Dynamic Progress Notes feature has been released! Dynamic Progress Note forms allow you to create customized Progress Note templates for client session notes. Create custom progress note forms for the notes that need to be kept for each appointment. The Dynamic elements automatically pull information from the Client profile and case information. Click here to learn more.
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Rebecca Rondeau commented
why can't we have the same drop down mental status in the soap note?
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Kerrie Toole commented
I need to be able to reformat the Therapeutic Intervention section to make check-boxes that are easy for my therapists to utilize. We are leaving So. Much. Money. on the table because they aren't confident in documenting in a text box but would be fine checking a box that listed interventions and rationale for 90837 codes, for example. And a pre-populated listing of standard Interventions would be ideal, just like what is done when you're building the Treatment Plan. It's already there, TheraNest!!! Just link it to the Notes!
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Laura Ely commented
This, from a previous post, would be fantastic! "Being able to format my own progress notes and treatment planning using my own drop down menu with boxes to check for interventions and treatment modalities that I use (Simple Practice has this capability)."
I would love more personalization in general--I'm a sole practitioner and I really would like to be able to choose which fields I use on my progress notes and initial assessments.
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Elizabeth Benson commented
I really wish that this was priority on TN's To Do list. It is disappointing and concerning that this was first suggested in 2014 and it is still not done. I just took continuing education class on this very topic last week and learned that there is SO much is missing from TN templates to be HIPAA compliant and to be ethically sound for insurance companies in order to to pass audits. This is really concerning to me.
TN do you have any updates on when we could expect this?
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Merri Noel commented
Similar to the ability to add/delete fields from the Progress Note form, it would be great if we could add fields that are more specific to substance abuse treatment. ASAM Risk and Level of care; Stage of change; DSM-IV diagnostic criteria for symptom severity, etc.
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Laurie Tonelli commented
Most insurances are looking for the client's "Response to Interventions". As such, it would be helpful to have a section devoted to it.
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Julia Schetky commented
What would be lovely is to have an option below the boxes in notes for "notes for next session."
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Susan Halim commented
Being able to format my own progress notes and treatment planning using my own drop down menu with boxes to check for interventions and treatment modalities that I use (Simple Practice has this capability). I have attached an example of what I used when I kept paper notes
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Susan Halim commented
Being able to format my own progress notes and treatment planning using my own drop down menu with boxes to check for interventions and treatment modalities that I use (Simple Practice has this capability). I have attached an example of what I used when I kept paper notes
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Shea Hesselbacher commented
I would love this, especially as an LPC-A, since I don't use the majority of what's on these forms. It's very overwhelming to look at some of these pages with all this extra boxes I don't need. I don't know about anyone else, but it's a killer for my ADHD having to see all those empty boxes and trying to figure out which ones I actually need.
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Daniel Lechleiter commented
Currently there is no area in the Assessment area to add support for the clinical formulation of the diagnosis. This requires me to create a separate form to provide written support as to the diagnosis as given to the client.
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Susan Leveridge commented
This request was made in 2014! Why has it not been honored?
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Andrea Brandon commented
In Simple Practice I was able to write my own "custom" progress note. They had this option by being able to select a blank screen from their drop down menu, as you could on your drop down menu of notes to select from. They also had the ability to have non clients schedule through their portal to receive services. I would like to see that service.
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Daniel Meadow commented
Create space to include diagnostic history (including diagnostic provider as well as start and end dates). It would also be helpful to include rule outs. This needs to be able to be fluid and amendable throughout treatment rather than being locked via signature.
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Alison Deuberry commented
It would be highly beneficial if clinical administration would be allowed to edit the initial assessment in TheraNest. There are different state standards for assessments and the initial assessment currently present in TheraNest does not meet criteria for our state's standards. Therefore, I had to create a whole new assessment. It would be beneficial to update the initial assessment - with adding requirements that we have. Thanks!
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Jess Pearson-Allen commented
"In addition to having the SOAP and Standard progress note, template, it would be great if we could create our own progress note template, the same way we can create dynamic forms, with checkboxes and text fields. This would be truly beneficial for a number of clinicians, especially for time management." Couldn't agree with this suggestion more. It would be even better if we could do this with treatment plans and discharge summaries as well. Having a drop down option of choices for notes templates that we have created would also be helpful- for example, I use a different note format for my play therapy patients versus my adolescents and adults and would like to be able to create and save both to choose from as needed.
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Nadia Surin commented
We need to be able to add additional fields/sections to the initial assessment and codes form
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Lydia Bogans commented
The option to customize progress notes. We are Employment Service Agency. We need the option to change Therapeutic Intervention to more relatable term for our field. So, the option to change the names in the progress note section will be great. Thanks.
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Gabrielle Jackson commented
In addition to having the SOAP and Standard progress note, template, it would be great if we could create our own progress note template, the same way we can create dynamic forms, with checkboxes and text fields. This would be truly beneficial for a number of clinicians, especially for time management.
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Melva Moore commented
Allow us to edit/create our own discharge summary form when we close a case.