Melanie Smith
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134 votes
An error occurred while saving the comment Melanie Smith supported this idea ·
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7 votes
Melanie Smith supported this idea ·
An error occurred while saving the comment 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.
An error occurred while saving the comment 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.
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.