Autosave dynamic forms & clinical documentation without drafts
Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...
If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
Guest
about 7 years ago
in Notes & Cases
9
Future consideration
Allow me to archive clients that are on the prospective client's list so I don't have to activate them just to archive them. I don't want to delete them because I want to keep a record of these clients.
Guest
over 3 years ago
in Clients & Groups
4
Future consideration
Create a tag or status for Staff to that they are not accepting new Clients
Create a tag or status for Staff to that they are waitlisting/not accepting new Clients to prevent new intakes or clients from being assigned. Include the ability to log the start and end date of the waitlist period to tract the history of the Sta...
View when invoices, superbills, and statements were sent from client ledger
Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.
Guest
about 4 years ago
in Clients & Groups
17
Future consideration