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Notes & Cases

Showing 322 of 2016

Link initial assessment to a date of service

Allow me to link the initial assessment to a date of service/appointment.
Guest over 3 years ago in Notes & Cases 3 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 about 3 years ago in Notes & Cases 6 Future consideration

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

Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
Guest 7 months ago in Client & Billing Details / Notes & Cases 0 Future consideration

Apply to all group members when editing a note

If I forget to click the "save to all clients" button I'm unable to see that option again. Allow me to apply to all clients even if I edit the note for one client.
Guest almost 2 years ago in Notes & Cases 3 Future consideration

Allow org admins to unlock approved progress notes

As an org admin, allow me to unlock progress notes that have already been approved in case further edits need to be made. Similarly to how I can remove signatures from signed progress notes.
Thomas The Test Engine over 2 years ago in Notes & Cases 0 Future consideration

Set intake date per case

Allow me to set an "intake date" at the case level rather than it defaulting to the client's intake date.
Brenda Lopez 4 months ago in Notes & Cases 0 Future consideration

Automatically add supervisor to Provider(s) field in each progress note

If the staff preference permissions require a supervisor must approve or co-sign all notes, then automatically add the supervisor to the Provider(s) field of the progress note.
Guest almost 2 years ago in Notes & Cases 0 Future consideration

Add PCL-5 as an intake form

Add PCL-5 as an intake form so that I can send it to clients.
Guest over 4 years ago in Notes & Cases 6 Future consideration

add mild, moderate, significant, regressed, no change to the progress note

I received agency status from private practice. My audit went well using Theranest but I will need to put the status of the client on each note. That was something that I had to show that I could do before passing me to the next phase. I can write...
Guest about 8 years ago in Notes & Cases 0 Already exists