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Notes & Cases

Showing 319 of 2019

Recover recently deleted forms

Allow me to recover recently deleted client or case forms in cases where a staff member accidentally deleted a completed form by mistake.
Noah Marriott 8 months ago in Notes & Cases 0 Future consideration

Remove signature option for clients on progress notes

Allow me to remove the option to allow clients to sign progress notes. We don't want clients signing their notes and we don't want our therapists to accidentally select this option.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Assign forms to certain employees

Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.
Guest almost 5 years 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 almost 3 years ago in Notes & Cases 0 Future consideration

Allow multiple open treatment plans

Allow me to have multiple treatment plans open. We have different departments that will write a treatment plan under the same case.
Guest 9 months ago in Notes & Cases 0 Future consideration

Customize the progress note header

Allow me to customize what information displays on the progress note header.
Dolores Crosby 9 months ago in Notes & Cases 0 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 about 2 years ago in Notes & Cases 3 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 almost 3 years ago in Notes & Cases 0 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 about 2 years ago in Notes & Cases 1 Future consideration

Require documentation to be completed within a given timeframe

Allow me to set a timeframe for when providers need to complete progress notes, initial assessments, and treatment plans and send them a notification.
Guest over 3 years ago in Notes & Cases 1 Future consideration