Remove signature option for clients on progress notes
Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.
Guest
over 1 year ago
in Notes & Cases
1
Future consideration
Allow me to run a report that shows all the pending forms for the clients that are assigned to me so that I don't have to go into each client's chart individually.
Guest
almost 4 years ago
in Reporting
1
Future consideration
Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.
Guest
over 2 years ago
in Reporting
0
Future consideration
Display location on appointment blocks in calendar
When viewing appointments on the calendar, have the location displayed on the appointment block so I know where my therapists are or where I need to be without having to open the appointment.
Report on demographics of clients served within a time period
Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allo...
Guest
over 2 years ago
in Reporting
1
Future consideration
If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
Guest
over 2 years ago
in Notes & Cases
3
Future consideration
Do not auto-assign newly assigned staff to all open cases
When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
Sara McClure
over 2 years ago
in Notes & Cases
1
Future consideration
Automatically sort staff names alphabetically in calendar staff filter
By default, have the staff names in the staff filter on the calendar sorted alphabetically by last name unless I change it from my calendar preferences.