Carey Webb
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38 votes
An error occurred while saving the comment Carey Webb
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11 votes
An error occurred while saving the comment Carey Webb
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In an ideal world, staff would update appointment statuses and complete progress notes right away; however, the reality is that this is not the case. We have a policy of billing only signed progress notes to ensure that the scheduled service was actually provided. The billing process would be so much more efficient if there was an option to sort batch invoicing by signed notes. Because we have about a dozen providers now, it is time consuming to sort through their appointments manually in batch.
Carey Webb
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18 votesCarey Webb
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An error occurred while saving the comment Carey Webb
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There needs to be a way to differentiate or sort out a supervisee's clients from those of a supervisor.
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179 votesCarey Webb
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It would be helpful to have open and close dates on the export client data. We just had a site survey by the State to renew our license and the surveyor needed the intake dates. The problem that we had on some of the cases was that they had been a previous client that was discharged, but recently came back for services. The "intake date" is the date that the were entered into TheraNest originally, but does not reflect their recent re-admission or actual case status. I tried updating the open date on the case, but that does not change the "intake date" (it was still showing 2017 instead of 2021). We have no way to change the intake date or look for clients from a certain timeframe. To obtain the dates that the surveyor needs, we would have manually search and make a list of the dates to merge with the list of clients that were pulled for review.