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Notes & Cases

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Symptoms drop-down menu on Progress Notes

Symptoms drop-down menu on Progress Notes
Guest almost 6 years ago in Notes & Cases 2 Already exists

Bulk Download Notes

Bulk download notes. Being able to download notes from one date to the other in bulk. Currently having to do individual and super time consuming.
Katelynn Rickard 3 months ago in Notes & Cases 0 Already exists

add mild, moderate, significant, regressed, no change to the progress note

I received agency status from private practice. My audit went well using Theranest but I will need to put the status of the client on each note. That was something that I had to show that I could do before passing me to the next phase. I can write...
Guest over 7 years ago in Notes & Cases 0 Already exists

Diagnosis on Treatment Plan

I would like to have the ability to include my clients current diagnosis on the treatment plan. It seems if we are basing goals and objectives on a diagnosis than the diagnosis should be on the treatment plan.
Guest almost 9 years ago in Notes & Cases 0 Already exists

multiple accounts with same email

There are several families that I work with who have me work with the members individually. Thus, I keep individual accounts for these INDIVIDUALS. However, the parents are all stuck in a bind where they can't use the same email for their own prof...
Guest over 2 years ago in Notes & Cases 0 Already exists

electronic signatures to custom forms

Sometimes you need to update a form like a fee agreement or complete something like a release of information, it would be great to be able to add in an electronic signature to any new custom forms you create that you need the client to complete an...
Guest about 4 years ago in Notes & Cases 0 Already exists

Copy new custom forms to intake forms

I made a few custom forms that I wanted to copy into my intake forms but was unable to do so. It would be great if I could just. pull them into my intake forms without needing to start over from scratch to re-create the same form in the intake for...
Guest about 4 years ago in Notes & Cases 0 Already exists

Unbillable note option

Please add an unbillable option to be able to enter notes for information purposes only and not for billing purposes. This is an important option when working with Medicaid
Guest about 4 years ago in Notes & Cases 0 Already exists

special notes

The addition of "special notes," or notes that are not progress notes that are for special circumstances (an important collateral contact conversation or an unexpected discharge without a session) .
Guest about 4 years ago in Notes & Cases 0 Already exists

Mark whether note is individual or group

When filling out a progress note for a client, allow me to check whether the session was individual, family, group, etc.
Guest about 4 years ago in Notes & Cases 0 Already exists