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Notes & Cases

Showing 324 of 2040

Require review date on treatment plans

Allow me to require a review date for treatment plans. Sometimes my providers forget to fill out this information.
Susan Townsley 4 months ago in Notes & Cases 0 Future consideration
148 VOTE

Centralized contact log

Create a centralized contact log that doesn't have to be associated with a case. I don't want to open a case just to enter contact log information. Or I may have staff that aren't assigned to a case and need to notate client communication.
Guest over 4 years ago in Notes & Cases 33 Future consideration

Warn me if progress note is not linked to an appointment

Warn me when I attempt to sign or submit the progress note and it's not linked to an appointment.
Kayla Wilson 25 days ago in Notes & Cases 0 Future consideration
205 VOTE

Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)

Provide general templates such as PIE, DAP, and SOAP for clinicians to choose from.
Guest about 7 years ago in Notes & Cases 52 Future consideration
158 VOTE

Allow group notes to be entered for all clients at one time

It would be helpful if we could enter in one note for everyone in the group, point/click to add the clients in the group (because it is different each time) and add specifics next to each person in the group if needed.
Guest over 7 years ago in Notes & Cases 17 Future consideration
167 VOTE

Select which goals appear on progress notes

Allow me to select which goals appear on the client's progress note for that session. I only want the relevant goals that we worked on in that session to appear, or none at all, rather than having all of their goals appear.
Guest over 8 years ago in Notes & Cases 31 Future consideration

Goal bank for treatment plans

When creating a treatment plan and adding goals for the client, allow me to pick and insert goals from a goal bank. I use the same goals for a lot of my clients and it would save time to just click and insert them rather than re-typing them.
Guest about 4 years ago in Notes & Cases 9 Future consideration

Specify date on treatment plans

When I create a treament plan, allow me to specify the date of the treatment plan rather than it defaulting to the date the case was open.
Lillian Outlaw 9 months ago in Notes & Cases 0 Future consideration

Add Addendums for Closed Cases

Add the ability to add addendums to closed Client Cases. This would be beneficial when documenting communication with past clients requesting documentation, references, etc. as it would accurately more accurately track Case activities after they a...
Starlain Saldana 5 months ago in Notes & Cases 0 Future consideration
131 VOTE

Write reviews for treatment plans

When my treatment plan is up for review, allow me to write a review summary for the current treatment plan rather than editing the old one or writing a whole new one.
Guest about 8 years ago in Notes & Cases 15 Future consideration