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
about 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
about 2 years ago
in Notes & Cases
1
Future consideration
A way to filter notes by month or timeframe. Sometimes it takes some time for supervisors to approve notes to then sign them (I'm unlicensed). This function would allow us to find notes dating in a certain timeframe rather than going through each ...
Guest
over 4 years ago
in Notes & Cases
0
Future consideration
Show a preview of the summary field for SOAP notes
When viewing a client's list of progress notes, allow me to view a small preview of the "Subjective" section of the SOAP note, similar to how I can view a small preview of the "Session Focus" for standard progress notes.
Guest
over 4 years ago
in Notes & Cases
0
Future consideration
