Notes & Cases

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Only marked check boxes should appear on Dynamic Forms

Eliminate large spaces between sections and only show marked check boxes on Dynamic Forms. This will minimize the number of pages long a progress note is.

Guest about 3 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

7 VOTE

Add custom relationship options in contact log

Allow me to create custom options when selecting "relationship to client" when creating an entry in a client's contact log.

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

1 VOTE

Add setting to use Organization's Legal Name for printed legal documents

Add a new Organization Setting that would allow Organizations to have their Legal Name be printed on legal documents (Superbill, Notes, etc.) instead of the Organization Name.

Guest 6 months ago in Billing & Payments / Notes & Cases / Practice Management & Administration 0 Future consideration

7 VOTE

Don't update close date when closing a reopened case

If I have to reopen a case to view progress notes or print documentation for an audit, when I reclose the case it updates the close date. Allow me to keep the original close date when reclosing the case.

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

8 VOTE

Ignore required fields if saving (not signing) a client/case form

If I'm filling out a Client or Case form, allow me to save the form even if the required fields aren't completed. I may need to come back to those fields later. Allow me to save the form, but don't allow me to sign the form if the required fields ...

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

5 VOTE

Add a table to a dynamic form

Allow me to add a table to a dynamic form so clients can fill in parts of the table.

Guest over 2 years ago in Dynamic Forms / Notes & Cases 3 Future consideration

7 VOTE

Support digital pens for clinical documentation

Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).

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

8 VOTE

Add Administrative-type Note

Ability to add an administrative note not tied to a date of service without using a dynamic form.

Guest over 4 years ago in Notes & Cases 2 Future consideration

6 VOTE

Auto-populate service location to note and invoice

Please allow a way for service location to auto populate to match the DOS on the note AND invoice. The current workflow is causing a lot of rejections due to providers not remembering to update the location on notes.

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

8 VOTE

List resources for referring clients to other professionals

I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particul...

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

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