TheraNest users with Therapist level permissions AND that are subscribed to the Wiley Practice Planners will be able to create a Wiley Progress Note.. You can do that by following this article.

Before You Begin

We suggest that you already have a case created with a diagnoses and Wiley Treatment plan created. Your Wiley Treatment Plan information will pull into your notes. 

  1. Navigate to the Progress Notes tab of your client
  2. Click the Wiley Progress Notes button. 
  3. Select the appropriate Category. Then click Next at the bottom of the page to continue.
  4. Click in the "Filter Problems.." search field and choose your diagnoses from the dropdown.
  5. Mark the box next to the problem. You'll see it expand further for you to make your selections there as well. When you've completed your selections click Next.
  6. Mark the checkboxes to select the corresponding Notes for the Problems you chose on the previous page. Then click Next.
  7. Your Therapeutic Interventions will pull from your Wiley Treatment Plan. Mark the boxes to select the corresponding Therapeutic Interventions for the Problems. Then click Next.
  8. Your Planned Interventions will pull from your Wiley Treatment plan. Mark the boxes to select the corresponding Planned Interventions for the Problems. Then click Next.
  9. Make sure to read through the Problems, Notes, Therapeutic Interventions, and Planned Interventions. Then click "Generate Progress Note."
  10.  A New Wiley Progress Note is then generated. You can add any additional notes or reword anything that you see fit. Then click 'Save.'

Note: All Wiley Practice Planners will include the Wiley tag on the list of Notes and Treatment Plans created.


 


 

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