Notes & Cases

Showing 324 of 2041

Add place of service to assessments and treatment plans

Allow me to select the place of service on assessments and treatment plans.

Asia G 5 months ago in Notes & Cases 1 Future consideration

Save secure message attachments to client's clinical documents

Allow me to add files attached to a secured message to a client's clinical documents without having to download the file.

Guest almost 5 years ago in Notes & Cases 4 Future consideration

8 VOTE

Customize discharge summary

Allow me to customize the discharge summary that appears when closing a case.

Guest almost 3 years ago in Notes & Cases 2 Future consideration

20 VOTE

Allow providers to sign completed portal forms

Allow a space for the therapist/provider to sign the intake paperwork after the client has completed it without having to download the form and reupload it.

Guest almost 8 years ago in Notes & Cases 2 Future consideration

15 VOTE

Require diagnosis on Initial Assessment

If the diagnosis is not entered into the "Initals assessment & diagnostic codes" tab, clinicians can still write and sign their notes, however, a barrier/alert populates when we try to bill. This leads to having to remove signatures and sendin...

Guest almost 6 years ago in Notes & Cases 4 Future consideration

7 VOTE

Add rating scale as a dynamic form element

Allow me to add a rating scale as a dynamic form element where the ratings appear horizontally.

Guest almost 3 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

3 VOTE

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 about 1 year ago in Notes & Cases 2 Future consideration

16 VOTE

Assign custom forms to specific clients

I would like to be able to assign specific custom forms to specific clients instead of them seeing all forms.

Guest over 6 years ago in Notes & Cases 3 Future consideration

12 VOTE

Edit interventions when adding goals

When adding goals and selecting interventions, the interventions appear in a drop-down list and once selected, can't be edited. After I select the intervention, allow me to edit it so I can customize it to reflect my client.

Jana Santiago almost 5 years ago in Notes & Cases 5 Future consideration

10 VOTE

Add review date to dynamic forms

Allow me to add a review date to dynamic forms so I can be reminded of when I need to review them/update them.

Guest about 4 years ago in Dynamic Forms / Notes & Cases 6 Future consideration

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