I would like to be able to see when the appointment was created and by whom it was created. So that we can go back to that person with questions and to see how long ago it was created. etc.
Hi there!
Is it possible to add the client's D.O.B to this section? It would help when billing so we do not have to tab to another screen to obtain the data.
Thank you for your consideration!
Would like a calendar color system or symbol system to know when notes are completed by looking at their schedule event on the calendar at a quick glance. Thank you
Guest
over 5 years ago
in Notes & Cases
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I would like the ability to assign a different service type to each individual when scheduling a group session. We use service type for different funding sources/fees and not all clients in a group have the same funding source/fee.
For ABA therapy at least, it would be so great to have a staff member's total scheduled hours shown somewhere on the calendar so we and they don't have to calculate manually to make sure they are meeting their minimum required hours.
It would al...
When patients return to treatment after 1 yr, we are obligated to re-evaluated. I would really like to be able to send them our fabulous Patient Port forms to compete again. That's my first step in getting updated on where they are at since seeing...
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over 5 years ago
in Notes & Cases
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Already exists
It would be great if Termination Summaries auto-populated with the relevant information that has already been entered elsewhere for the case, (e.g. name and date of birth, diagnoses, and treatment goal) so as not to have to enter them again.
Thanks!
Guest
over 5 years ago
in Notes & Cases
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