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Connie

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2 results found

  1. Bulk export clinical documentation for multiple clients

    83 votes

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    10 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Connie commented  · 

    Old idea and surprised it's not been done. I noticed when moving a client from Therapy Note to Theranest how easy it was to download assessment, treatment plan and notes. A few clicks and done. The full file including consents, disclosures ROI needs to be able to be downloaded as well. When we need to provide documents to the client, to court or for audit it's very cumbersome to get the stuff out of Theranest.

    Connie supported this idea  · 

  2. Don't create a new case when navigating to notes

    58 votes

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    7 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Connie supported this idea  · 
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    Connie commented  · 

    I think the 'notes' button on the left side should be 'cases'. There is only one way to get to the cases page in order to create or assign cases and that is from the details page. It needs to be on the left side. I agree the notes on the left side is disorientating and if there is no open case it opens a new case then you have to delete the case that was created by accident. I am an admin, not a therapist.

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