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Notes & Cases

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Display last kept appointment date when creating progress note

When creating a progress note for a client, allow me to see the date of the last kept appointment.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

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

Modify verbiage in eating disorder section of Wiley Treatment Planners

The eating disorders section of the Wiley Treatment Planners uses some terms that are problematic such as "obesity" and "BMI". Change these in the system so I don't have to edit them every time I create a treatment plan.
Guest about 3 years ago in Notes & Cases 2 Will not implement

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