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Kate Shepard

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35 results found

  1. Search progress notes by keywords

    34 votes

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    11 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

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

    101 votes

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    29 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    An error occurred while saving the comment
    Kate Shepard commented  · 

    Agreed! I'm not sure why we can only click on "Add Progress Note" from the Agenda, but not from the actual calendar appointment... Too many clicks are required to do this simple task!

    Kate Shepard supported this idea  · 

  3. Report on invoice notes

    2 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Kate Shepard supported this idea  · 

  4. Automatically run reports

    6 votes

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    2 comments  ·  TheraNest App » Reporting  ·  Admin →
    Kate Shepard supported this idea  · 
    An error occurred while saving the comment
    Kate Shepard commented  · 

    Allow reports to be scheduled and sent automatically by email so we can set up automated processing on our end (e.g., Power Automate will pull the incoming spreadsheet and upload it to our Power BI dashboard for up-to-date data). The reporting feature is very limited, which is disappointing for an EMR. We'd love to be able to pull as much data as we want to by creating our own reports or at least having backend access to the database.

  5. Display date rage on reports

    33 votes

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    12 comments  ·  TheraNest App » Reporting  ·  Admin →
    Kate Shepard supported this idea  · 

  6. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
    Kate Shepard supported this idea  · 

  7. Bulk export clinical documentation for multiple clients

    83 votes

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    10 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

  8. Include signature line for custom forms

    100 votes

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    22 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

  9. Allow the same title in different text boxes in custom forms

    94 votes

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    17 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

  10. Share form templates with other TheraNest users

    110 votes

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    16 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

  11. Centralized contact log

    133 votes

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    33 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

  12. Select which goals appear on progress notes

    163 votes

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    31 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

  13. Include session start and end times on progress notes

    187 votes

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    34 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

  14. Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

    195 votes

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    52 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 

  15. Formatting options for dynamic forms

    631 votes

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    101 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Kate Shepard supported this idea  · 
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