Notes & Cases

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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

6 VOTE

Co-sign contact log entries

As a supervisor, allow me to co-sign contact log entries.

Guest almost 3 years ago in Notes & Cases 2 Future consideration

12 VOTE

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 over 5 years ago in Notes & Cases 5 Future consideration

9 VOTE

Remove character limits in progress notes

Remove the character limit when typing in free-text fields in Progress Notes.

Guest over 4 years ago in Notes & Cases 3 Future consideration

2 VOTE

Selecting the Organization name should display the Agenda view

Allow one click access to the agenda while still maintaining the calendar view with the default view.

Guest 12 months ago in Notes & Cases 1 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 almost 3 years ago in Notes & Cases 2 Future consideration

14 VOTE

Include a signature line on printed treatment plans

Many of my clients do not want to electronically sign their treatment plans and would prefer to print them. Please add a blank signature line to the print treatment plan page so clients can sign printed paper copies on their plans.

Guest almost 7 years ago in Notes & Cases 2 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 over 3 years ago in Notes & Cases 5 Future consideration

1 VOTE

Set intake date per case

Allow me to set an "intake date" at the case level rather than it defaulting to the client's intake date.

Brenda Lopez 6 months ago in Notes & Cases 0 Future consideration

19 VOTE

Ability to duplicate filled out dynamic forms

Allow me to duplicate dynamic forms that have already been filled out.

Guest over 9 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

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