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
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
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 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
