ADD A NEW IDEA

1. Provider App

Showing 1837 of 2013

Add how client contacted us to prospective clients list

When adding a prospective client, allow me to note in its own field how they reached out to our organization (i.e., called or emailed).
Guest over 3 years ago in Clients & Groups 0 Future consideration

Carryover address from details tab to bill to & insurance tab

If I update a client's address on their "details" tab, allow me to carry it over or have it be automatically copied to the client's "bill to & insurance" tab so I don't have to type it twice.
Guest almost 3 years ago in Clients & Groups 1 Future consideration

Add time filter to the calendar

Add a time filter to the calendar so I can hone in on a specific part of the day.
Guest almost 3 years ago in Calendar & Scheduling 1 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 about 2 years ago in Notes & Cases 1 Future consideration

Display "confidential" stamp on printed clinical documents

Display a "confidential" stamp on signed printed treatment plans, initial assessments, and progress notes.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Allow multiple signatures on addendums

Allow multiple signatures on addendums to initial assessments and progress notes. For example, I'd like my supervisee to sign these documents as well.
Guest about 2 years ago in Notes & Cases 1 Future consideration

Automatically assign staff from client when new case is created

When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Filter agenda by balance due

Allow me to filter the agenda by client balance.
Guest almost 3 years ago in Calendar & Scheduling 0 Future consideration

Set which staff receive treatment plan reminders

Allow me to set which staff members need to receive a treatment plan reminder for a client instead of the reminder going to all assigned staff.
Guest over 3 years ago in Messaging & Notifications 1 Future consideration

Customize detailed client report

Allow ability to customize, add/take away columns in the detailed client report.
Guest almost 6 years ago in Reporting 2 Future consideration