For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
Guest
over 2 years ago
in Reporting
1
Future consideration
Automatically schedule clients on a cadence after Initial Assessment
I have used Therapy Notes in the past and after the Initial Assessment, you could select if the client was going to be seen weekly or bi-weekly or monthly. If the client was going to be seen on the same day and time for each appointment as is most...
Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.
Link for Client Scheduling, Forms, Messaging, Etc. Without Creating Portal Account
I would prefer the ability to allow clients to schedule, submit forms, message, or access telehealth features w/ a link or general form that can be embedded onto my website and/or emailed without having clients set up a client portal account, such...
Guest
about 4 years ago
in Clients & Groups
2
Future consideration
When filling out the Client Progress section in a progress note, add additional selection options besides "Progress" and "No Progress" because I want to report on other things.
Guest
over 3 years ago
in Notes & Cases
3
Future consideration
Edit place of service default list in organization
Have the ability to not only have a default place of service, but be able to add, edit, or remove to what is on the default list under my organization.
0
Future consideration
2
Future consideration
