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Add addendums to group notes

Allow me to add an addendum to a signed group note like I can do with progress notes.
Guest about 1 year ago in Notes & Cases 1 Future consideration

Prevent progress notes if no treatment plan on file

If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...
Guest about 3 years ago in Notes & Cases 0 Future consideration

Make sexual orientation a free-text field

When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.
Guest about 3 years ago in Clients & Groups 0 Future consideration

Add service type to submitted claims report

When running the Submitted Claims report, allow me to include the service type/CPT code.
Guest about 3 years ago in Reporting 1 Future consideration

Display staff who created appointment

In an agency where multiple people are responsible for scheduling client appointments it would be helpful to see on the appointment or on the appointment list the staff that scheduled/created each appointment.
Guest over 6 years ago in Calendar & Scheduling 4 Future consideration

Notate primary contact in client's details

Allow me to identify the primary contact for a client in their client details or their contact log.
Guest about 2 years ago in Clients & Groups 1 Future consideration

Add client initials to treatment plan review email reminders

When I get an email for a treatment plan review, include the client's initials so I know what client to look for when I login.
Guest about 3 years ago in Notes & Cases 1 Future consideration

Show if payment was portal payment on client's ledger

When viewing a client's ledger, show which payments were made by clients on the client portal.
Guest about 3 years ago in Billing & Payments 1 Future consideration

Allow Scheduling of Clients on the Quarter Hour

It would be amazing to be able to schedule clients in 15 minute increments, not just on the hour or half hour. For example, being able to schedule at 8:15, or. 8:45 really increases my ability to be flexible or accurately portray the time I met wi...
Guest over 4 years ago in Calendar & Scheduling 0 Already exists

Copy from last session based on date of service

When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.
Guest about 2 years ago in Reporting 1 Future consideration