Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Elia Rivera

← Customer Feedback for TheraNest

My feedback

1 result found

  1. Add ability to create progress notes and view linked notes from client Appointments list

    100 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Elia Rivera commented  · 

    On the appointments on the left hand side under the clients name dob and primary insurance it would be nice if once you pulled that area up under the appointments tab you could go to that appointment and add notes from this section rather than doing it in the calendar under the agenda area. It would be nice to have it in both spots for each individual client.

    An error occurred while saving the comment
    Elia Rivera commented  · 

    Also a suggestion would be to instead of having to go the date on the calendar and under agenda to create a progress note it would be a lot better to be able to go to that individual person and go to appointments in their file and add a progress note for them from there otherwise we have to go back and figure out what day the appointment was on and there is just a lot of back and forth with it.

    Elia Rivera supported this idea  · 

Feedback and Knowledge Base

(thinking…)