Max Manix
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Signed and unsigned Progress Notes by a Supervisor are easy to track, but Initial Assessments and Treatment Plans are not. For progress notes, there are two reports - Missing Progress Notes and Progress Notes Signature Report.
Can you please create reports for Missing Initial Assessment Notes and Missing Treatment Plans? Also, please create reports for Initial Assessment Notes Signature Report and Treatment Plans Signature Report? In December, it became required by Theranest for Supervisors to sign all Initial Assessments and Treatment Plans to move forward in the process and have the Associate Counselor then be able to sign. This is important for insurance purposes and Associate Counselors need to be signing them in a timely manner.
Right now, Associates can't check in bulk which Initial Assessments and Treatment Plans still need to be signed by Supervisors after initially sending them. You have to look up clients one at a time. If a Supervisor clears their alerts after signing Progress Notes, there is no way to find unsigned Initial Assessments and Treatment Plans. Therefore, the Associate is unable to sign either one until they are sent back to them signed by a Supervisor. It would also be helpful to have an icon at the top (like Progress Notes) that need to be signed for Initial Assessment Notes and Treatment Plans for Supervisors. This is a major issue for Supervisors, Associate Counselors and insurance paperwork!