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Paige Ragogna

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  1. 840 votes

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    Paige Ragogna commented  · 

    To anyone this might be helpful for:

    Our agency uses 1 account for couples. We assign an Identified Patient (IP) as the main person on the account and label their preferred name as "IP Name & Partner's Name", so it should a "Barack & Michele Obama" or "Tom H & Rita W Hanks" (if they have different last names).

    Intake paperwork is then sent to the IP, once completed the partner is added in "Contact Network" and given access to the client portal. Then intake paper is resent out to the client portal with instructions for the Partner to complete and sign it.

    Once the paperwork is complete we update the billing information to reflect both client name and emails to send receipts/bills to.

    1 session = 1 note = 1 invoice generated
    1 joint Treatment plan

    Is this still clunky and have it's flaws when individual sessions are needed with a different counselor? Yes! But it is working for us until TheraNest can make changes so I wanted to share.

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  2. 72 votes

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    Paige Ragogna commented  · 

    Yes, please! We have clients that have active coverage but want to do self-pay for a little while or something of that nature. In other cases we've had to resubmit bills (claim adjustments) for insurances that are now inactive and it's a small nightmare working that in the system.

  3. 5 votes

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    Paige Ragogna commented  · 

    This would be helpful for billing and assigning staff to clients as well. There doesn't seem to be a rhyme or reason to the order the staff appears in, so just defaulting it to alphabetical or allowing us to change the order like we can for our calendar appearance would ease the process. :)

    Thank you!

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  4. 28 votes

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    Paige Ragogna commented  · 

    I think the important thing our practice needs to make this easier is to be able to schedule the return appointment WITHIN Session Note.

    It's currently very cumbersome:
    - 1. Complete progress note
    - 2. Click "Save & Schedule Next Appointment"
    - 3. Be take to an entirely different page (the Calendar) to make the appointment
    - 4. Save the newly created appointment
    - 5. Navigate BACK to the specific note to then e-sign it

    This is just so the "return appointment" will actually populate on the e-signed printed note (we've tested it, and it won't populate otherwise).

    Can we please have a way to schedule the return appointment within the session? Usually our counselors already have their schedules pulled up in some fashion next to the session note or already know when the session is going to be, so having them taken to the calendar page just adds unnecessary steps for us.

    Any developement on this would be greatly appreciated! :)

  5. 33 votes

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  6. 180 votes

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  7. 232 votes

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  8. 129 votes

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    Paige Ragogna commented  · 

    We would love this to be a feature so we can replace the default TheraNest model and replace it with our Bio-Psycho-Social assessment.

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  9. 140 votes

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  10. 133 votes

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  11. 151 votes

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  12. 46 votes

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  13. 12 votes

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  14. 223 votes

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  15. 74 votes

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  16. 197 votes

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  17. 510 votes

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  18. 3 votes

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  19. 6 votes

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    Paige Ragogna commented  · 

    Our practice would love to be able to customize the Case Closure Form so it can better reflect our paper copy. We're starting the slow transition to just having digital notes and this would help a lot for the standards of our agency.

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  20. 122 votes

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