Notes & Cases

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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

4 VOTE

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

29 VOTE

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

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 about 4 years ago in Notes & Cases 5 Future consideration

12 VOTE

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

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 over 5 years ago in Notes & Cases 4 Future consideration

4 VOTE

Automatically assign supervisor to each progress note

If the staff preference permissions requires a supervisor must review and co-sign all notes, then automatically assign the clinical supervisor to each note as well for that clinician.

Guest over 1 year ago in Notes & Cases 0 Future consideration

10 VOTE

Handwriting to text for tablets

I use my Apple Tablet to write notes with the draw-to-text tool. It would be great if we could use the handwriting to text tool directly in the app.

Guest over 3 years ago in Notes & Cases 1 Future consideration

7 VOTE

Change treatment plan button to "Create/Update Existing Treatment Plan"

Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan. Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.

Guest over 2 years ago in Notes & Cases 0 Future consideration

11 VOTE

Add the ability to update progress of goals for treatment plans

When you create a treatment plan, you can select the progress of each objective which would be "in progress" at initiation. Once it is approved, you are no longer able to add or amend any information.

Guest about 4 years ago in Notes & Cases 1 Future consideration

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