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
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
If I see a client as part of a group, but also see them individually, allow me to add their individual progress note to their group case. I don't need to create a separate case and want to keep all of their documentation together.
Guest
over 3 years ago
in Notes & Cases
2
Future consideration
Add list of therapists to be displayed in contact log if relationship is set to therapist
When I create a contact log entry and specify the relationship to the client as "Therapist", include a dropdown of all the providers at my practice so I don't have to type in their name.
Karambir Khalsa
7 months ago
in Notes & Cases
0
Future consideration
Disallow input of non-approved items in mental status exam section
Lock the mental status exam fields so that trainees and associates cannot add their own text/non-approved options or items. Same for Risk Assessment section.
Katherine Thomas
7 months ago
in Notes & Cases
0
Future consideration
Allow me to set a reminder for when a patient's intake or HIPAA forms need to be updated. There are some forms that we need to have clients sign yearly.
Guest
about 4 years ago
in Notes & Cases
3
Future consideration
1
Future consideration
