List resources for referring clients to other professionals
I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particul...
Guest
over 4 years ago
in Notes & Cases
1
Future consideration
Add list of therapists to be displayed in contact log if relationship is set to therapist
When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa
7 months ago
in Notes & Cases
0
Future consideration
Disallow input of non-approved items in mental status exam section
Lock the mental status exam fields so that trainees and associates cannot add their own text/non-approved options or items. Same for Risk Assessment section.
Katherine Thomas
7 months ago
in Notes & Cases
0
Future consideration
Alert staff when files are added to client Clinical Documents and Staff Documents
It would be helpful if staff could receive an alert whenever an administrator or another staff person adds a document to the client's clinical documents and when an administrator adds a document to the staff's document tab