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Notes & Cases

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Add the CASII as an intake form

Add the CASII as an intake form so I don't have to recreate it using Dynamic Forms.
Guest over 1 year ago in Notes & Cases 0 Future consideration

Remove referral source from initial assessment

Don't display the referral source on the initial assessment because that's more for internal use and doesn't need to be included on clinical documentation.
Guest over 3 years ago in Notes & Cases 0 Future consideration

Remove organization name from dynamic forms

Allow me to remove my organization's name from dynamic forms so only the logo appears.
Guest almost 2 years ago in Dynamic Forms / Notes & Cases 0 Future consideration

Adjust logo size on progress notes

Allow me to adjust the size of my organization's logo on progress notes. It looks smaller than how it appears on intake forms and invoices and is hard to read.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Make labeling of cases more consistent

Make the terminology of cases more consistent across the platform. For example, the button in a client's details reads "cases", but then the page is labeled as "case notes".
Guest almost 2 years ago in Notes & Cases 0 Future consideration

Hide insurance information on note for providers without billing permissions

If we have providers that don't have billing permissions, don't allow them to view the client's insurance details at the top of their progress notes and other clinical documentation.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Add PHQ-15 as an intake form

Add the PHQ-15 as an intake form so that I can send it to my clients.
Guest almost 2 years ago in Notes & Cases 0 Future consideration

Add the DHI as an intake form

Add the DHI as an intake form so that I can send it to my clients.
Guest almost 2 years ago in Notes & Cases 1 Future consideration

Clear all Mental Status entries

When I've copied a progress note from the last session, allow me to clear all the prior entries for the Mental Status fields so that I don't have to remove each one individually.
Guest almost 4 years ago in Notes & Cases 0 Future consideration

Addendum showing in the notes summary page

it would be useful to have some indication at the top of that note's screen, and/or on the notes summary page, if a note has an addendum.
Guest almost 4 years ago in Notes & Cases 0 Future consideration