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Wiley Homework Planner and/or document library

Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.
Guest almost 8 years ago in Notes & Cases 4 Future consideration

Customize the progress note header

Allow me to customize what information displays on the progress note header.
Dolores Crosby 3 months ago in Notes & Cases 0 Future consideration

Select and display client's preferred pronouns

One of the issues I run into when using Wiley Notes is that some of my clients information will have their names come up in the session topic and interventions, as well as their preferred pronoun, but, not others. It would be nice if we could pres...
Guest 6 months ago in Notes & Cases 0 Will not implement

Send intake forms automatically at a given cadence

Allow me to schedule certain intake forms to be sent on a specific cadence (e.g., monthly, yearly, etc.).
Guest almost 2 years ago in Notes & Cases 4 Future consideration

Add sorting & filtering to notes awaiting signature

Allow me to filter and sort by the available columns when viewing the Notes Awaiting Signature page.
Guest about 1 year ago in Notes & Cases 1 Future consideration

Select which diagnosis code appears on the progress note

When completing a client's progress note, allow me to choose which diagnosis appears on the note so that the diagnosis code displayed reflects the treatment performed for that date.
Guest over 6 years ago in Notes & Cases 6 Future consideration

Customize risk assessment fields of a progress note

When completing the Risk Assessment portion of a progress note, allow me to add custom fields beyond "Suicidality" and "Homicidality" such as "Violence", "Substance Use", and "Eating Disorder".
Guest almost 3 years ago in Notes & Cases 6 Future consideration

Create private clinical notes

Allow me to create psychotherapy notes that are private as part of exceptions to the open notes mandate.
Guest about 4 years ago in Notes & Cases 4 Future consideration

Bulk Download Notes

Bulk download notes. Being able to download notes from one date to the other in bulk. Currently having to do individual and super time consuming.
Katelynn Rickard 3 months ago in Notes & Cases 0 Already exists

Indicate signed/unsigned custom form

I use custom forms as my routine documentation template, I would like to be able to quickly see which custom forms remain unsigned.
Guest over 6 years ago in Notes & Cases 3 Future consideration