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Notes & Cases

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View all clinical notes and contact log entries

Have a place where I can view all clinical documentation (assessments, progress notes, and treatment plans) and contact notes in chronological order.
Guest over 1 year ago in Notes & Cases 4 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

Attach documents to contact log entries

Allow me to attach documents to contact log entries.
Guest 4 months ago in Notes & Cases 1 Future consideration

Include diagnosis on Discharge Summary

Add the client's diagnosis to the discharge summary so that it appears on the printed document.
Guest over 3 years ago in Notes & Cases 0 Future consideration

Customize discharge summary

Allow me to customize the discharge summary that appears when closing a case.
Guest over 2 years ago in Notes & Cases 2 Future consideration

Supervisor alerts for discharge summaries

As a supervisor when my supervisee closes a case, send me an alert so I can review and co-sign the discharge summary.
Guest over 1 year ago in Notes & Cases 3 Future consideration

Create invoice after signing the progress note

Allow me to create the invoice after signing my progress note so I can complete both actions in one step rather than having to go into the client's ledger.
Guest over 1 year ago in Notes & Cases 2 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 over 1 year ago in Notes & Cases 3 Future consideration

Schedule next appointment after signing progress note

Allow me to schedule the client's next appointment after signing the progress note by adding an "e-sign and schedule" option.
Guest over 10 years ago in Notes & Cases 3 Future consideration

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 about 4 years ago in Notes & Cases 5 Future consideration