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Notes & Cases

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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

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

Link initial assessment to a date of service

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

Add addendum to treatment plans

Allow me to add an addendum to treatment plans like I can do with progress notes and initial assessments.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Allow multiple discharge summaries for a case

Allow me to have multiple discharge summaries for a case for clients who may return to therapy.
Guest 7 months ago in Notes & Cases 1 Future consideration

Save draft of treatment plan before adding goals

If I fill out a client's treatment plan and then click to add a goal, none of that information is saved. Since the goal button is right in the document I often forget to click the "save" button. The draft should save automatically when moving to a...
Guest about 3 years ago in Notes & Cases 2 Future consideration

Less steps to close a case

There are a lot of steps to close the case. Make it easier to close and apply my signature to a discharge summary to close the case.
Guest over 2 years ago in Notes & Cases 4 Future consideration