Filter Progress Note Signature Report by documents with no signatures
Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.
Guest
about 2 years ago
in Reporting
0
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
almost 5 years ago
in Reporting
3
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
8 months ago
in Notes & Cases
0
Future consideration
Separate supervisory review setting for progress notes and treatment plans
Have the "Notes require supervisory review" setting be separated into treatment plans and progress notes. As a supervisor, I only need to review treatment plans, not progress notes.
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
When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.