TheraNest comes pre-populated with basic intake forms, SOAP note forms and progress note forms. Basic intake documents can be customized within the intake forms section of the Client Portal in TheraNest.
Customization of other practice documents, including progress notes, is achieved within the Dynamic Forms section of TheraNest. There are four unique form types which can be customized and accessed based on their use:
- Organization form – can be accessed by anyone within the organization; e.g. generic practice documents – no PHI
- Client form – non-clinical information that can be accessed by anyone who can view specific client details; e.g. consent to treat, consent to telehealth treatment – may contain PHI
- Case form – clinical form contained within the client cases, accessible only by those who have been granted access to the case; e.g. medical history, medication history – may contain PHI
- Progress Note form – clinical form contained within the client case, accessible only by those who have been assigned to the client; contains notes from a specific scheduled appointment and can be signed by the treating provider – contains PHI
Additional details on dynamic forms can be found here:
Organization, Client and Case forms may also be utilized as intake forms sent via the Client Portal. More information on the Intake forms can be found here: