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Notes & Cases

Showing 322 of 2016

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 almost 4 years ago in Notes & Cases 1 Future consideration

Automatically change the appointment to "Kept" when a progress note is created

Have the appointment status automatically change to "Kept" if I create a progress note.
Guest 12 months ago in Notes & Cases 2 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 over 1 year ago in Notes & Cases 1 Future consideration

Mark goal status in progress notes

When editing a progress note, allow me to mark the client's goals with a status (e.g., met, not met, etc.).
Guest over 3 years ago in Notes & Cases 3 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 over 3 years ago in Notes & Cases 2 Future consideration

Additional signature lines on treatment plans

Allow for additional signature lines on treatment plans. For our clients that have medication the provider prescribing the medication needs to sign the treatment plan as well.
Guest over 2 years ago in Notes & Cases 1 Future consideration

Add setting to use Organization's Legal Name for printed legal documents

Add a new Organization Setting that would allow Organizations to have their Legal Name be printed on legal documents (Superbill, Notes, etc.) instead of the Organization Name.
Guest 4 months ago in Billing & Payments / Notes & Cases / Practice Management & Administration 0 Future consideration

Option to print progress notes without the treatment goal history

Allow me to print a client's progress notes and hide the treatment goal history to save on printing costs when documents are requested for an audit.
Guest 8 months ago in Notes & Cases 0 Future consideration

Create a report to review all clinical documentation for a client

Create a report that can be generated to review all completed clinical documentation for a client, including assessments, progress notes, treatment plans, treatment consents, etc., and could be re-ordered in the report based on my preferences for ...
Wendy Brooks 8 months ago in Notes & Cases / Reporting 0 Future consideration

Add ability to duplicate form elements in Custom Forms

allow 'copying' of form elements already entered within the working document you are creating to expedite process
Guest about 5 years ago in Notes & Cases 3 Future consideration