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Notes & Cases

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Navigation to notes requiring approval

Allow me a way to navigate to notes that require my approval in case I accidentally clear the alert.
Guest almost 3 years ago in Notes & Cases 1 Future consideration

Show which progress notes have an addendum

When viewing a client's list of progress notes, allow me to see which notes have an addendum.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Have the contact log on the same tab as the progress notes

Allow me to view my contact log notes and progress notes in the same list so I can see everything at once.
Guest almost 3 years ago in Notes & Cases 0 Future consideration

Add addendums to group notes

Allow me to add an addendum to a signed group note like I can do with progress notes.
Guest about 1 year ago in Notes & Cases 1 Future consideration

Allow special characters in treatment plan interventions

When I create a treatment plan and type an intervention, allow me to include parentheses.
Guest about 3 years ago in Notes & Cases 1 Future consideration

Require linked appointment when saving Progress Notes

As an admin, allow me to require a progress note be linked to an appointment before it can be saved as sometimes our therapists forget to link progress notes to dates of service.
Guest about 5 years ago in Notes & Cases 2 Future consideration

Prevent progress notes if no treatment plan on file

If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...
Guest about 3 years ago in Notes & Cases 0 Future consideration

Add client initials to treatment plan review email reminders

When I get an email for a treatment plan review, include the client's initials so I know what client to look for when I login.
Guest about 3 years ago in Notes & Cases 1 Future consideration

Add a floating save button to custom form editor

When using a long custom form the screen has switched and cancelled out a great deal of work that I had to restart. Similarly it is difficult to have to scroll to the top and bottom each time to save to prevent this problem. A floating save button...
Guest over 4 years ago in Notes & Cases 0 Future consideration

Show preview of dynamic progress notes

When viewing a client's list of progress notes, the dynamic progress notes don't show a preview like the standard template. Allow me to see a preview of the dynamic progress note when viewing a client's list of progress notes.
Guest about 2 years ago in Notes & Cases 1 Future consideration