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.
-
Beth Barta commented
Create a progress note with more drop down and check box features for interventions, progress toward goals.
-
Anonymous commented
Add Functionality such as Emotional, Employment, Medical, Relationship, etc.
Add Intensity- Duration - Frequency
Add Progress - Excellent, steady, maintaining, regressing, etc. -
Rebecca Rondeau commented
When clients express suicidal/homicidal ideation there should be a section to specifically identify the safety plan.
-
Laura Ely commented
I'd like to be able to choose which fields I want to use in the initial assessment--for example, I don't think I have any need for the "is the client appropriate for agency services" question and a couple of other items. They just make it harder to read the final document.
-
Stephanie Thornton commented
Much needed functionality for Theranest to remain dynamic.
-
Tanika Alexander commented
Option for a free text assessment and progress note so that providers can copy and paste their content from existing word document templates. Basically just expand the "session focus" box without a title. Also copy the interventions list that is created for the treatment plan to the progress notes where I would be able to select which intervention that I used for that day.
-
Meagan Parks commented
I think this would be an extremely valuable option for clinicians - especially those of us working with niche populations! I work with a lot of children with the modality of play therapy and the ability to edit the note template would streamline the notes process, add efficiency and allow the notes to be easier to review before sessions.
-
Anonymous commented
We are in the process of selecting an EHR, and this function would be critical, and an important part of our decision making process!
-
Julie Angstadt commented
I would love this to be an option for the treatment plan and progress note.
-
Katia Callan commented
This is ESSENTIAL - there is a lot of talk from TN users about switching to simple practice because of this. Unfortunately just making your own, still leaves all these "undone" progress notes, which is just a mess! This has to be do able!
-
Joseph Sanchez commented
Using telehealth we have some standard questions that have to be asked so it would be great if we could add this or edit the template for all
We could then put in the necessary questions and have them part of the note -
Michelle Lifton commented
On the Standard Progress Note include check-boxes to monitor client's progress on treatment goals. Auditors are looking for this when therapists' charts are audited. For example:
Progress on Goal 1:
[ ] No Change
[ ] Some Improvement
[ ] Much Improvement
[ ] Resolved
[ ] Worse
[ ] TBD/N/A -
Erica commented
This is an incredibly important feature - I totally did not realize that we did not have the ability to customize the notes form. This is really needed - are there plans for Theranest to work on this soon?
-
Nicole Eckles commented
Hello,
The option to add a custom note to select, instead of just DAP or SOAP notes would be super appreciated! There are lots of specialties within the field (play therapy, sand tray therapy, EMDR, etc.) which require their own unique documentation for notes and unfortunately the standard DAP and SOAP notes (which are currently the only options to select) do not meet the requirements for these sessions. Please create an option to create your own note AND have the option to select these notes as opposed to and/or in addition to the SOAP and DAP notes curerently on file.Thank you,
Nicole Eckles -
Monique Simpson commented
Please develop the capacity for us to customize progress notes, and to allow patients to fill out forms prior to the appointment that will auto-import into the progress note. This is especially key for psychiatrists as it would allow us to complete medical ROS, vitals, etc and not take up vital time being secretaries!
Other EHRs allow for this and our practice (3 psychiatrists, possibly up to 5 this year) plus several therapists has been looking to possibly change providers because of this (and other) features.
-
Heather Frach commented
Have the Initial Assessment template be changed to a custom form so your own form can be used since the template doesn't include everything needed. Would also like reminders when it needs to be update like with a treatment plan.
-
Austin Rogers commented
Some insurance companies, clients and other providers require or request a discharge summary that includes the following; diagnosis at the time of discharge, progress during the course of therapy, reason for discharge and discharge plan. Please refer to MSDP discharge note for an example of what is required. Please add these fields and create a true way to write a discharge summary within theranest.
-
Randal Dixon commented
ability to edit initial intake assessment note
-
Melissa Mellon commented
Please develop the capacity for us to customize progress notes with drop downs and check boxes. Other EHR allow for this and I have been looking to possibly change providers. I would MUCH rather stay with Theranest though.
-
Melissa Mellon commented
I really need to be able to customize progress note templates with drop downs and check boxes (like how I can in consent forms). I’m actually looking into switching to Therapy Notes because they have this feature.