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Create multi-select dropdown form element that only displays selected responses

Allow me to insert a multi-select dropdown form element where a client can select more than one response, but only their selected responses are displayed on the form.
Toni Aswegan 6 months ago in Notes & Cases 0 Future consideration

Add individual progress note to group case

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 about 3 years ago in Notes & Cases 2 Future consideration

Reminder for when clinic forms need to be updated

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 over 3 years ago in Notes & Cases 3 Future consideration

Display name of progress note on document

If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
Guest over 1 year ago in Notes & Cases 3 Future consideration

Do not auto-assign newly assigned staff to all open cases

When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
Sara McClure over 1 year ago in Notes & Cases 1 Future consideration

Add copy from last session in group notes

When I'm completing a group note, allow me to copy the group note from the previous session.
Guest over 2 years ago in Notes & Cases 0 Future consideration

Access telehealth link from progress note

If the progress note I have created is linked to a telehealth appointment, allow me to access the telehealth link from within the progress note so that if I get disconnected I don't have to navigate away from the note I'm writing.
Guest over 4 years ago in Notes & Cases 1 Future consideration

Add client to a "kept" group appointment

Allow me to add a client to a group appointment after the appointment has already been changed to "Kept" so they can be included in the group note.
Sara McClure over 2 years ago in Notes & Cases 0 Future consideration

Display service type description on progress notes

Have the service type description appear on progress notes so clients can see what the code is.
Guest over 2 years ago in Notes & Cases 1 Future consideration

Assign a primary therapist to a case

Allow me to assign a primary therapist to a case so I can more accurately report on caseloads.
Guest over 2 years ago in Notes & Cases 3 Future consideration