Reminders/alerts for important life/therapy events
Allow me to create alerts/reminders for a client's anniversaries (death of a loved one, sobriety date, etc.) or therapy milestones ( 3 months of treatments, 24 months, etc.).
Guest
about 6 years ago
in Clients & Groups
3
Future consideration
Display goal and objectives numbers in progress notes
Number the goals and objectives in a client's progress note they way they are numbered in the treatment plan so I can reference a goal/objective number when writing my note.
Guest
almost 2 years ago
in Notes & Cases
1
Future consideration
I work at a practice in which we work with adoptees across the lifespan. While I appreciate the Wiley treatment plan options for adolescent therapy in regards to adoption, we know that adoption impacts people at all ages. I would love to see an op...
Guest
8 months ago
in Notes & Cases
1
Will not implement
Remove appointment end time from Month calendar view
Adding the calendar end times to the monthly view makes the monthly view useless in my opinion because the end time takes the space where the client's name used to show. Seeing which client I have at the start time is MUCH more important than the ...
When I apply a payment, change the defaults that appear so that I don't have to change them every time. For example, make the default "insurance" rather than "client" and leave the amount fields blank.
Allow me to enter each staff member's taxonomy code on their profile and have it carry over to payers so I don't have to add it for each payer separately.
Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.
Guest
over 4 years ago
in Notes & Cases
1
Future consideration
Allow me to assign another clinician for emergency situations so if a clinician is out of town, the backup clinician for that client is assigned only for the duration of their absence.
Download list of invoices from Process Existing Invoices tab in Batch Invoicing
It would be nice to have the option to download the list of existing invoices in a CSV, specifically from the Process Existing Invoices tab under Batch Invoicing.
1
Will not implement
6
Future consideration
