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Notes & Cases

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Remove alert if I've signed the note

If I receive an alert for a note that needs my signature and sign it from Notes Awaiting signature, remove the alert after I've signed the note.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Add Locus assessment as an intake form

Add the LOCUS assessment as an intake form so I don't have to create it in TheraNest.
Guest over 1 year ago in Notes & Cases 0 Future consideration

Add CALOCUS as an intake form

Add the CALOCUS as an intake form so I don't have to create it in TheraNest.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Create dynamic form element for payment plan

Allow me to pull a client's Set Payment Amount from their client details into a dynamic form as a dynamic form element.
Guest over 1 year ago in Dynamic Forms / Notes & Cases 1 Future consideration

Set supervisor requirements per payer

Allow me to select what level of supervisory review a staff member may need based on the payer. For example, our supervisors only need to cosign all Medicaid documentation.
Guest about 3 years ago in Notes & Cases 2 Future consideration

Add service code to notes awaiting signature

Add the service code to the grid when viewing the Notes Awaiting Signature so I can quickly see if my supervisee used the right code before signing.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Add another close note for re-opened case

If I re-open a case and then close it, allow me to fill out another close note.
Guest over 1 year ago in Notes & Cases 1 Future consideration

Set default for drop-down form element

When creating a dynamic form with a drop-down form element, allow me to select the default option so I can have an option displayed by default rather than "choose an option".
Guest over 1 year ago in Notes & Cases 1 Future consideration

Turn off option to type in client signatures

Please allow ability to turn off the type in signature feature as it is not accepted by some states or insurances.
Guest almost 5 years ago in Notes & Cases 0 Future consideration

Create next appointment when filling out progress note

When completing a progress note, have a field for "next appointment" and allow me to pick a date. Once the note is signed, have the appointment automatically created.
Guest over 3 years ago in Notes & Cases 2 Future consideration