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Notes & Cases

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Add ASAM assessment tool

For those of use who deal with chemical dependency, it would be extremely helpful if there was an ASAM assessment tool we could use.
Guest about 8 years ago in Notes & Cases 2 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 3 years ago in Notes & Cases 0 Future consideration

Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
Guest 12 months ago in Client & Billing Details / Notes & Cases 0 Future consideration

Add diagnosis descriptions to treatment plans

I want to see any descriptions I've added to a client's diagnosis codes when viewing or printing a client's treatment plan.
Vanessa Talkington Michael 6 months ago in Notes & Cases 0 Future consideration

Move existing progress note to a different case

Allow me to move a progress note to a different case for the client because sometimes it gets saved to the wrong case.
Guest almost 6 years ago in Notes & Cases 5 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 2 years ago in Notes & Cases 3 Future consideration

Don't display fields I haven't filled in on initial assessment

On the initial assessment, there are certain fields that have a drop-down selection before a text box (i.e., Is Client Appropriate For Agency Services?, Special Needs Of Client, Contract/Safety Plan, Cultural Variables?, and Educational Or Vocatio...
Guest almost 4 years 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 2 years ago in Notes & Cases 2 Future consideration

Display template name when viewing list of progress notes

I want to see what progress note template I used when viewing the list of progress notes for a client.
Melissa Dickens 6 months ago in Notes & Cases 0 Future consideration

Co-sign contact log entries

As a supervisor, allow me to co-sign contact log entries.
Guest about 3 years ago in Notes & Cases 2 Future consideration