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Ignore required fields if saving (not signing) a dynamic/intake form

If I'm filling out a Dynamic Form for a client, 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 f...
Guest over 3 years ago in Notes & Cases 2 Future consideration

Support digital pens for clinical documentation

Allow me to write my clinical documentation using a digital pen/stylus (e.g., iPad pen).
Guest over 3 years ago in Notes & Cases 3 Future consideration

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 almost 3 years ago in Notes & Cases 1 Future consideration

Mark treatment plans as complete

Allow me to mark a treatment plan as complete so all the current goals get updated to "complete" and aren't pulled into the next treatment plan or progress notes.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Ability to duplicate filled out dynamic forms

Allow me to duplicate dynamic forms that have already been filled out.
Guest about 9 years ago in Dynamic Forms / Notes & Cases 2 Future consideration

All for multiple supervisor signatures on clinical documents

If I have more than one supervisor, allow them both to co-sign my clinical documents.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Allow pre-included interventions to be deleted

There are several interventions, such as "weight control/loss," that we don't use, but can't be deleted. They make it more difficult to find the interventions that we've added and use frequently.
Guest 6 months ago in Notes & Cases 0 Future consideration

Add Administrative-type Note

Ability to add an administrative note not tied to a date of service without using a dynamic form.
Guest almost 4 years ago in Notes & Cases 2 Future consideration

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 over 6 years ago in Notes & Cases 2 Future consideration

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 about 4 years ago in Notes & Cases 1 Future consideration