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Amber Ferrero

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  1. 16 votes

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    Amber Ferrero commented  · 

    When forms get saved to a client's General Documents, have the name match the form name. Right now it just displays as "SharedForm_[Date]" which makes it harder to locate the correct form.

  2. 5 votes

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    Amber Ferrero commented  · 

    setting so that the provider doesn't have to go and manually do this every time they are an add on code

  3. 25 votes

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    Amber Ferrero commented  · 

    I think the primary dx (focus of tx and billing) should appear at the top of the list and therapists should be able to edit and toggle the order of the list from session to session. This is how I’ve seen it work in other systems. It doesn’t make sense to house/edit dx on an “initial” assessment page bc an “initial” dx indicates “initial,” as in “intake”, whereas the current/actual dx may change over course of tx. The only way I’m aware that I can update dx is by changing it on the initial assessment page.

    Amber Ferrero shared this idea  · 
  4. 178 votes

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    Amber Ferrero commented  · 

    We are looking for a form that parents upload a picture of the insurance card so we have all of the intake information in one place.

  5. 17 votes

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    Amber Ferrero commented  · 

    Notify staff when a client is assigned to them

  6. 11 votes

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    Amber Ferrero commented  · 

    what and where is the setting to change emails so that do not include the clients name but only initials? I went to the profile but it changes both the calendar and the email settings at the same time. I need to see the client names on my calendar but I feel uncomfortable with the full names being on emails.

  7. 128 votes

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    Amber Ferrero commented  · 

    Link TheraNest's assessment and treatment plan to Medi-Cal's. An assessment and treatment plan is already required by Medi-Cal. It would be helpful to not have to fill out the assessment/treatment plan twice.

  8. 34 votes

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    Amber Ferrero commented  · 

    I wish there was a way to search for words or phrases in a client's note history.

  9. 11 votes

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    Amber Ferrero commented  · 

    Hide client names throughout the software

  10. 221 votes

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    Amber Ferrero commented  · 

    we have a discharge planning form was a custom forms creation. Is it possible to have the auto save function like the notes forms have?

  11. 195 votes

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    Amber Ferrero commented  · 

    How can I change the progress notes to DRAP format. Medicaid requires this format instead of SOAP

  12. 34 votes

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    Amber Ferrero commented  · 

    Options to deactivate email alerts telling me that my notes have been signed by my supervisor.

  13. 11 votes

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    Amber Ferrero commented  · 

    Another fix needed...on the appointment status, a short text box is provided for the "no show" status, which is really unnecessary. If a client doesn't show up, we don't know why. On the other hand, with the "rescheduled" status, there is no short text field provided. It is important to be able to provide the reason for a reschedule, and the client generally will tell us why they need to reschedule.

  14. 63 votes

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    Amber Ferrero commented  · 

    How do I transfer those notes over to the individual case so I don't have to rewrite a bunch of notes?

  15. 16 votes

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    Amber Ferrero commented  · 

    I need to label a write off as:

    Collections
    Bad Debt
    Hardship Waiver

    Then I need to be able to run a report at the end of the year to show our CPA how much was written off to each one of those areas.

  16. 37 votes

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    Amber Ferrero commented  · 

    The way it works currently, the current diagnosis is what shows on all invoices and superbills, past and present. I want to change dx codes for the superbills if the initial dx is other specified for 3-4 sessions and then the dx changes to something else.

    When I use addendum's to do so, it seems to change all previous dx codes on the invoices despite the dx being something different previously.

  17. 74 votes

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    Amber Ferrero commented  · 

    We have three phases of treatment with a great deal of goals. If a therapist like myself does a great deal of this therapy - It is a lot of time to copy and paste in the goals and objectives for each patient.

  18. 61 votes

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    Amber Ferrero commented  · 

    Is it possible to have the treatment plan goals and diagnosis for clients in groups pull from their existing individual cases rather than completing an entirely new assessment and treatment plan for their group case?

  19. 163 votes

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    Amber Ferrero commented  · 

    Now that i have put a few of my treatment plans into the new format with theranest, it put the goal and ALL the objectives on my progress note. I want to goals listed, but the objectives take up three pages before the progress note is even started. This is a waste of paper, toner, wear and tear on printers, etc. I was directed by my clinical director to ask if there is any way to change the progress notes to continue including the tx goals on the progress note, without listing the objectives?

  20. 27 votes

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    Amber Ferrero commented  · 

    Is it possible to have a function in staff settings were the administrator has the “option” to allow staff to be able to archive and unarchive clients (or not).

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