When I'm creating a progress note for a member of the group, allow me to "save and apply to all" as well as "e-sign all", so I don't have to sign each one individually.
Guest
almost 2 years ago
in Notes & Cases
1
Future consideration
Automatically assign staff from client when new case is created
When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
Guest
over 3 years ago
in Notes & Cases
1
Future consideration
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
almost 2 years ago
in Notes & Cases
1
Future consideration
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
about 5 years ago
in Notes & Cases
1
Future consideration
Assign staff to case when appointment is scheduled
Have the staff member automatically assigned to a client's case when the appointment is scheduled so that we don't have to add them manually and so it doesn't create a duplicate case when the staff creates a progress note.
Guest
almost 4 years ago
in Notes & Cases
0
Future consideration
Create an initial assessment report similar to the Progress Notes signature report that will provide a snapshot of what assessments have/have not been signed.
Guest
over 6 years ago
in Notes & Cases
4
Future consideration
1
Future consideration
