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Allow multiple signatures on addendums

Allow multiple signatures on addendums to initial assessments and progress notes. For example, I'd like my supervisee to sign these documents as well.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Initial Assessment signature report

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 about 6 years ago in Notes & Cases 4 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 over 4 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 about 3 years ago in Notes & Cases 1 Future consideration

multiple accounts with same email

There are several families that I work with who have me work with the members individually. Thus, I keep individual accounts for these INDIVIDUALS. However, the parents are all stuck in a bind where they can't use the same email for their own prof...
Guest over 2 years ago in Notes & Cases 0 Already exists

Ability to customize Wiley templates.

It would be great if we had complete ability. to customize the content/auto-fill options for Wiley Progress Notes and Treatment Plans.
Guest almost 4 years ago in Notes & Cases 0 Will not implement

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

Only print selected checkboxes in dynamic forms

When adding checkboxes to a Dynamic Form, only print the checkboxes that were selected. Right now all of them are displayed (selected and unselected) which can mean we're printing a lot of pages.
Guest 8 months ago in Dynamic Forms / 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 over 3 years ago in Notes & Cases 0 Future consideration

Show line breaks in custom forms

The text fields in custom forms do not recognize line breaks. This means that the text is in one big paragraph. It looks very unprofessional, and I cannot use it for reports. When I enter the information and click enter, it appears as though there...
Guest over 4 years ago in Notes & Cases 0 Future consideration