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Theresa McCoy

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  1. Referral Management System

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    8 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Theresa McCoy commented  · 

    It would be nice be have a report for scheduling staff to pull everyday that will allow them to track clients whom are still in the intake process (i.e. needs scheduled, scheduled for CDA, GAIN, Treatment Plan, assigned to provider etc.) and provide details needed for scheduling. Having a way to enter clients that have not fully engaged in treatment yet and it not count toward the amount of active clients.

    See attached file for example.

    Theresa McCoy supported this idea  · 

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