Notes & Cases

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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

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

11 VOTE

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 over 4 years ago in Notes & Cases 4 Future consideration

15 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 almost 6 years ago in Notes & Cases 3 Future consideration

9 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 over 3 years ago in Dynamic Forms / Notes & Cases 6 Future consideration

9 VOTE

Add addendum to dynamic forms

Allow me to add an addendum to dynamic forms.

Guest over 3 years ago in Dynamic Forms / Notes & Cases 0 Future consideration

6 VOTE

Print 2 column dynamic progress notes

If I create a dynamic progress note that's two columns, then show two columns when I print the note.

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

8 VOTE

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 about 3 years ago in Notes & Cases 3 Future consideration

7 VOTE

Mark all mental status fields as "NA"

Allow me to mark all the mental status fields in a progress note as "NA", similarly to how I can mark all as "Within Normal Limits".

Guest almost 3 years ago in Notes & Cases 5 Future consideration

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