Notes & Cases

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Goal bank for treatment plans

When creating a treatment plan and adding goals for the client, allow me to pick and insert goals from a goal bank. I use the same goals for a lot of my clients and it would save time to just click and insert them rather than re-typing them.

Guest about 4 years ago in Notes & Cases 9 Future consideration

14 VOTE

Specify date on treatment plans

When I create a treament plan, allow me to specify the date of the treatment plan rather than it defaulting to the date the case was open.

Lillian Outlaw 10 months ago in Notes & Cases 0 Future consideration

132 VOTE

Write reviews for treatment plans

When my treatment plan is up for review, allow me to write a review summary for the current treatment plan rather than editing the old one or writing a whole new one.

Guest about 8 years ago in Notes & Cases 15 Future consideration

7 VOTE

Add Addendums for Closed Cases

Add the ability to add addendums to closed Client Cases. This would be beneficial when documenting communication with past clients requesting documentation, references, etc. as it would accurately more accurately track Case activities after they a...

Starlain Saldana 6 months ago in Notes & Cases 0 Future consideration

159 VOTE

Attach files and multimedia files to clinical documentation

Allow me to attach files and multimedia files (photos, audio files, etc.) to my clinical documentation (progress notes, initial assessments, etc.).

Guest almost 11 years ago in Notes & Cases 50 Future consideration

104 VOTE

Include signature line for custom forms

Allow clients/caregivers a way to sign custom forms. When creating a custom form there isn't a way to add a signature field.

Guest over 7 years ago in Notes & Cases 22 Future consideration

35 VOTE

Copy note from a specific session

When copying a progress note, allow me to select which date of service to copy from rather than the last one.

Guest over 2 years ago in Notes & Cases 19 Future consideration

93 VOTE

Allow the same title in different text boxes in custom forms

I need to reuse the same title for multiple fields in custom forms, but I can't. For example, to track a client's success at using different coping skills I want to be able to have a form that looks like this: Coping Skill: | Success: [ ] orient...

Guest about 7 years ago in Notes & Cases 17 Future consideration

106 VOTE

Bulk sign progress notes

Allow me to bulk sign my progress notes to speed up my documentation.

Guest about 8 years ago in Notes & Cases 22 Future consideration

32 VOTE

Move diagnosis codes to its own tab in the case

Move diagnosis codes to its own tab in the case so it's easier to update them.

Guest over 2 years ago in Notes & Cases 5 Future consideration

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