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Melanie Smith

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  1. 133 votes

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    Melanie Smith commented  · 

    Allow other staff (ex: reception) to have access to Contact Log without need full Therapist access. Front desk staff contact clients to remind of appointments, etc. and need to be able to document that these calls were made.

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  2. 7 votes

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    Melanie Smith supported this idea  · 
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    Melanie Smith commented  · 

    Client was seen previously for therapy and is now returning, but assigned to a different therapist. New therapist cannot view old progress notes/file without reopening the case. We do not need or want the old case to be reopened, as a new case will be started for this treatment. Just for current therapist to review former file. Again, reopening the case causes the original closure notes and date to be lost.

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    Melanie Smith commented  · 

    After a client is discharged and closed in Theranest, we often receive requests for records from outside sources (ex: CPS needs discharge summary to verify client attended therapy) and we need to be able to pull these records and also document in the Contact Log that this contact was made. However, we would currently have to reopen the case (losing the original closure note and date)....and client is not actually being reopened for therapy.

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