Add the ability to update progress of goals for treatment plans
When you create a treatment plan, you can select the progress of each objective which would be "in progress" at initiation. Once it is approved, you are no longer able to add or amend any information.
Guest
over 4 years ago
in Notes & Cases
1
Future consideration
View deactivated staff name under assigned staff in client list
We would like the ability to see who the client saw, even when the staff has been deactivated. For example: if a client decides to return, we can't tell from the archived client list which staff previously saw the client.
Guest
over 4 years ago
in Clients & Groups
3
Future consideration
Add progress note DOS in activity log when addendum added
When a provider adds an addendum to a progress note, include the date of service of the progress note so I can know which progress note I need to review.
It would be incredibly helpful to be able to send a statement for a family group. For example: We have a families whose members are all in individual counseling at our office. Rather than sending an individual statement for each child and parent, ...
Add setting to use Organization's Legal Name for printed legal documents
Add a new Organization Setting that would allow Organizations to have their Legal Name be printed on legal documents (Superbill, Notes, etc.) instead of the Organization Name.
Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.