Keicha Christiansen
My feedback
4 results found
-
66 votes
An error occurred while saving the comment Keicha Christiansen
supported this idea
·
-
67 votes
An error occurred while saving the comment Keicha Christiansen
commented
This field absolutely needs to reflect the date of the first appointment, or at the very least, there should be a quick easy way to add the actual intake date ( which we consider the date of the first appointment), NOT the date the client was first entered into Theranest.
I just had my yearly audit with our Department of Human Services licensing agent. This is a real issue for us in regard to the accuracy of our client records for licensing. The client's intake date on the assessment absolutely must reflect the date of their first appointment/assesment. This is a huge problem, and is going to cost me hours of staff time to manually review individual client charts and make adjustments.
A suggested fix would be to have what is currently the Intake Take be renamed as Date of First Contact or something similar, with another field named Intake/1st Appt. Date so that date is shown accurately on the assessment.
Keicha Christiansen
supported this idea
·
-
27 votesKeicha Christiansen
supported this idea
·
-
40 votesKeicha Christiansen
supported this idea
·
TheraNest, please fix this. The work around solution we have requires us to retain a paper copy of our client's credit card information, which is completely against PCI Compliance. We have clients that are on subsidized grant pay. Some pay $0 for copays, visits, etc. so we never run a credit card for payment. However, we require a credit card on file to charge if the client late cancels or no-shows. We need a way to enter and store e a client credit card in TheraNest when making an appointment for them.