Add a new name field other than "preferred name", such as "name on documentation" for our clients who are transgender. The "preferred name" field delegitimizes their experience, but we need to record their first name and their name that appears on...
Guest
over 4 years ago
in Clients & Groups
3
Future consideration
Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
Guest
almost 2 years ago
in Notes & Cases
2
Future consideration
Add ability to invoice half and quarter unit increments
For service codes we really need to have unit increments starting at .25. We could then then chose "bill .5 units" each time this service is performed.
We need this for .5u .25u .75u 1u all the way to 2u's. I hope this happens soon! Thank you!!
Automatic telehealth appointment creation for specific service types
Allow me to designate a service type as telehealth so that when the appointment is created and the service type is selected, it automatically marks the session as a telehealth session.
When adding goals and selecting interventions, the interventions appear in a drop-down list and once selected, can't be edited. After I select the intervention, allow me to edit it so I can customize it to reflect my client.
Jana Santiago
over 4 years ago
in Notes & Cases
5
Future consideration