Gerardo Soto
My feedback
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16 votes
An error occurred while saving the comment Gerardo Soto
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36 votesGerardo Soto
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1 voteGerardo Soto
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An error occurred while saving the comment Gerardo Soto
commented
Add the option to search by Archived client ID number in the "All" clients section in the Client List
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69 votesGerardo Soto
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251 votesGerardo Soto
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13 votesGerardo Soto
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7 votesGerardo Soto
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1 vote
An error occurred while saving the comment Gerardo Soto
commented
I think for a suggestion for an upgrade you all may want to consider having the “closing note” as an option if you re-open the case. It can be very clinically relevant to do so. As clinicians, we cannot have our cases open for more than 30 days and so we have to “close” the case and notify the client that we are doing so. We can be clinically responsible for anything that occurs while the case is “open” formally. So, for example, since we work at a university, some of our clients are students who are seen until they go home and then they return back in the fall. If we leave the case open for when they return, we are not in compliance and can be liable for something that occurs while they are “technically” under our care. If we close the case in TheraNest and then “re-open” to work on the same treatment goals then we lose the documentation that shows they left – which then, we might as well have left them open – and we also lose the information about the circumstances why they closed. It would be helpful to at least have that option.
Gerardo Soto
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113 votesGerardo Soto
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42 votesGerardo Soto
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2 votes
An error occurred while saving the comment Gerardo Soto
commented
Hello! Just want to submit some feedback on the changes to the formatting of invoices. The changes have made it so that in order to see entirety of the invoice, you have to scroll both over and down, rather than having all of the information displayed at the same time. This will add significant time to billing, as I double check the accuracy of each of my practice's claims before submitting them every week (approximately 150 claims per week). I also expect it will cause my staff to make more errors because they can not see all of the information at once.
Gerardo Soto
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Enable clients to save drafts while completing their intake forms automatically. This feature would allow them to reload their saved drafts in the event of a timeout, facilitating the seamless continuation of the intake paperwork process.