Cases & Notes

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24 articles in this collection
Written by TheraNest Support and Lauren Smith

Understanding Cases and Notes in TheraNest

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Written by Lauren Smith
Updated over a week ago

How to Reorganize Tabs on the Cases Page

TheraNest Admin Users will have the ability to reorganize the case tabs for their organization.
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Written by Lauren Smith
Updated over a week ago

Where Do I Add the Diagnosis?

Adding and editing diagnoses in TheraNest.
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Written by Lauren Smith
Updated over a week ago

Document Drafts Feature

How the draft feature works in the Initial Assessment & Diagnostic Codes, Treatment Plans, and Progress Notes templates.
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Written by TheraNest Support
Updated over a week ago

How To Add a Treatment Plan

Assign treatment goals to your clients and track their progress over time.
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Written by Lauren Smith
Updated over a week ago

Understand the Contact Log

This article describes the purpose of the contact log, who can access it, and how to enter information.
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Written by Lauren Smith
Updated over a week ago

How To Upload Clinical Documents

Clinical documents are documents that contain clinical information and should be saved on a clients case.
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Written by Lauren Smith
Updated over a week ago

Show and Restore Deleted Cases

Even if you delete a case that information never leaves TheraNest. You can always access and restore.
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Written by Lauren Smith
Updated over a week ago

How to Close a Case / Complete a Discharge Summary

When treatment has completed with a client you can close their case.
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Written by Lauren Smith
Updated over a week ago

Set a Treatment Plan Review Reminder

Receive reminders to review a client's treatment plan and goals
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Written by Lauren Smith
Updated over a week ago

Removing Electronic Signatures from Progress Notes and Initial Assessment Forms

Administrators can remove signatures from certain documents
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Written by Lauren Smith
Updated over a week ago

How to Enable PQRS Codes for reporting to Medicare

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Written by Lauren Smith
Updated over a week ago

How To Add an Addendum to an Initial Assessment Form

Addendum can be made to the initial assessment if the diagnosis has changed.
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Written by Lauren Smith
Updated over a week ago

How to Reopen Closed Cases

Just because you closed a case doesn't mean it cannot be reopened.
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Written by Lauren Smith
Updated over a week ago
Notes

How to Edit the Progress Note Template

The progress note template in TheraNest is a standard SOAP note but certain fields may not apply to all organizations.
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Written by Lauren Smith
Updated over a week ago

How to Create Progress Notes

There are several different ways to create a progress note.
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Written by Lauren Smith
Updated over a week ago

Print All Client Notes

Instead of having to print notes one by one you can print the entire series of notes from the case or all note history for all cases.
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Written by Lauren Smith
Updated over a week ago

How to Co-sign Notes

Progress notes can have co-signers
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Written by Lauren Smith
Updated over a week ago

Electronically Signing Your Notes

Therapists and Administrators can sign their progress notes along with their clients.
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Written by Lauren Smith
Updated over a week ago

How to Edit Progress Notes

Progress notes can be edited to include additional information or make changes
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Written by Lauren Smith
Updated over a week ago

How to set the Place of Service on the Progress Note

Changing the default place of service on client progress notes.
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Written by Lauren Smith
Updated over a week ago

Hide Treatment Plan Information on Notes

You can show more or show less when it comes to viewing Treatment Plan Goals and History on Progress Notes
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Written by Lauren Smith
Updated over a week ago

Hide Creation Date from Progress Notes

Creation Date is the date the note was originally created. The creation date cannot be changed but can be hidden on the organization level.
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Written by Lauren Smith
Updated over a week ago