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Notes & Cases

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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

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

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

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

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

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

Co-sign contact log entries

As a supervisor, allow me to co-sign contact log entries.
Guest over 2 years ago in Notes & Cases 2 Future consideration

Pull treatment goals and dx codes into custom forms

Allow me to include the client's treatment goals and diagnosis codes in a custom form. We've created a custom form for our progress notes and want to include this information.
Guest over 5 years ago in Notes & Cases 0 Future consideration

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 about 7 years ago in Notes & Cases 2 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 about 4 years ago in Notes & Cases 4 Future consideration