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TheraNest App

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2 results found

  1. Notify staff when intake forms/custom forms have been completed

    The progress notes would alert the assign supervisor that the note is completed and awaiting their review. Being as though I have a PRP agency, we do not use the forms that you guys have therefore I had to create forms that fit our agency. I love the feature that the supervisor would receive an alert to approve a note however I need this feature to work for custom forms. Also I suggest that custom forms be made available on the mobile IOS app. Thanks

    44 votes

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    4 comments  ·  Messaging & Notifications  ·  Admin →
    Closed  ·  AdminSarah M (Admin, theranest) responded

    Thanks for submitting feedback! We've reviewed the comments and most of the feedback relates to progress notes that were created using Dynamic Forms before we released Dynamic Progress Notes. With the release of Dynamic Progress Notes, supervisors will be alerted when a custom progress note has been completed. 


    For intake documents, staff members assigned to the client will receive an email when the client has completed forms on the Client Portal. If you're wanting all admins to receive a notification without having to be assigned to the client, please vote for this idea: https://theranest.uservoice.com/forums/914431-theranest-app/suggestions/45430867-notify-admins-of-completed-intake-forms


    If you have different feedback that doesn't relate to the above, please resubmit your idea with more information! 


    Thank you!

  2. Send Telehealth Link Automatically via Email or Secure Messaging - More on Telehealth

    If there is a Telehealth Appointment, the Telehealth Link should be sent Automatically either via Email or Secure Message (Note, Secure Messaging Email Notifications should be enabled)

    Currently these are the steps:

    1. Appointment is created. Telehealth is selected.
    2. Appointment has to be saved.
    3. Telehealth Link is generated
    4. Link has to be manually sent to Client.

    Self Scheduling -

    1. No option available for Client to select Telehealth
    2. Manually check appointment to enable Telehealth
    3. Save Appointment
    4. Extract Link
    5. Send to Client.

    If you automate Telehealth, the uptake for the service will increase. Right now, It makes more sense to me to use…

    1 vote

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    0 comments  ·  Messaging & Notifications  ·  Admin →
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