Add duration from progress note to the Detailed Attendance Report
Show the duration that was entered in the progress note on the detailed attendance report. Sometimes the therapist may run over the appointment time and the progress note is a more accurate reflection of the length of the appointment.
Guest
about 2 years ago
in Reporting
2
Future consideration
Confirm appointment change when dragging and dropping
Once an appointment is created on the calendar if I click and drag it to a new date/time make me confirm the change before saving the appointment. Sometimes I move appointments accidentally and this sends an email to the client. Then I don't remem...
Allow me to include all the required information for insurance reimbursement on the client's payment receipt because it's quicker than generating a superbill.
Don't update close date when closing a reopened case
If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.
Guest
over 3 years ago
in Notes & Cases
4
Future consideration
Ignore required fields if saving (not signing) a client/case form
If I'm filling out a Client or Case form, allow me to save the form even if the required fields aren't completed. I may need to come back to those fields later. Allow me to save the form, but don't allow me to sign the form if the required fields ...
Guest
about 4 years ago
in Notes & Cases
2
Future consideration
Clarify "Notes" Text Box Purpose on Appointment Window
Entering progress notes is not intuitive for staff. They immediately think the "Notes" text box is where progress notes should be entered. It is suggested that the title of that box be changed or clarified (like note related to scheduling -not pro...