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
3 months ago
in Notes & Cases
0
Future consideration
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
about 7 years ago
in Notes & Cases
17
Future consideration
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
almost 4 years ago
in Notes & Cases
9
Future consideration
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
about 8 years ago
in Notes & Cases
31
Future consideration
Limit the diagnosis codes specific to the practice. There are too many Dx codes available that are not billable for a provider's level of licensure. Please allow the ability to restrict what codes may be selected in order to prevent codes that can...
Allison zBouie
5 months ago
in Notes & Cases
0
Future consideration
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
almost 8 years ago
in Notes & Cases
15
Future consideration