Assign staff to case when appointment is scheduled
Have the staff member automatically assigned to a client's case when the appointment is scheduled so that we don't have to add them manually and so it doesn't create a duplicate case when the staff creates a progress note.
Guest
almost 4 years ago
in Notes & Cases
0
Future consideration
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
almost 2 years ago
in Reporting
2
Future consideration
When unarchiving a client a new case is automatically opened, but sometimes we don't need a new case we want to open the previously closed case. Allow me the option to either open a new case or open a previously closed case when unarchiving a client.
Guest
over 4 years ago
in Clients & Groups
0
Future consideration
Create an initial assessment report similar to the Progress Notes signature report that will provide a snapshot of what assessments have/have not been signed.
Guest
over 6 years ago
in Notes & Cases
4
Future consideration
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
over 6 years ago
in Clients & Groups
3
Future consideration
Under a client's contact information, allow me to indicate if a client wants to receive voicemails so if I call them I can reference this information without having to remember.
Guest
over 3 years ago
in Clients & Groups
3
Future consideration
Is it possible to have the Payroll Report have an option to show by Assigned Staff?
A lot of the insurance companies are rejecting claims for non-licensed therapists when we are putting the supervisor under the Referrer on the claim. We have had ...
Guest
over 4 years ago
in Reporting
3
Future consideration