Notes & Cases

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Add date to Clinical Documents & General Documents

When viewing a client's clinical documents or general documents as a list, allow me to view the date the document was uploaded.

Guest over 4 years ago in Notes & Cases 0 Completed

40 VOTE

Indicate signed/unsigned note in progress note list

An indicator of notes that are not signed. There would be a red bubble next to their name or a vector of a note (like lined paper). Sometimes I think I've signed all my notes and then I go back to a client I haven't seen in a few weeks and realize...

Guest about 8 years ago in Notes & Cases 13 Completed

34 VOTE

Resend Intake Forms/Custom Forms multiple times throughout treatment through Client Portal

It would be really nice and convenient if we had an option to send custom forms we create directly to clients which require it. There are certain forms that just wouldn't make sense for me to add to the intake without making it too long or irrelev...

Guest about 7 years ago in Notes & Cases 8 Completed

31 VOTE

Add field for treatment progress to progress notes

On the progress note, add a field for Progress that allows me to indicate if the client is or is not making progress.

Guest over 6 years ago in Notes & Cases 6 Completed

32 VOTE

Save drafts of progress notes before forwarding for supervisor approval

When I save a progress note it gets sent to my supervisor for approval. Allow me to save a draft of the note so that I can continue editing it before it gets sent to my supervisor.

Guest about 7 years ago in Notes & Cases 14 Completed

28 VOTE

Designate primary and secondary diagnosis

Add a space for primary diagnosis and a space for secondary diagnosis. In order to bill claims correctly, the first diagnosis on the initial diagnosis page is billed out to insurance as the primary diagnosis. If we accidentally have a substance us...

Guest over 6 years ago in Notes & Cases 4 Completed

10 VOTE

Add treatment plans and assessments to notes awaiting signature

Add treatment plans and initial assessments to the new Notes Awaiting Signature feature.

Guest over 2 years ago in Notes & Cases 6 Completed

24 VOTE

Skip clients who were not in attendance when using "Apply Note to all Group Members" feature

When using the "Apply Note to all Group Members Feature", have it skip clients who were marked as a no-show or cancelled.

Guest almost 7 years ago in Notes & Cases 3 Completed

23 VOTE

Add ability to delete custom entries saved for Mental Status Exam fields

Just as we have the ability to delete interventions for the treatment plan, I think it would be good to be able to delete any custom entries for the MSE that have been entered by a user. Many times, things get typed into this category by interns a...

David Routt about 7 years ago in Notes & Cases 5 Completed

6 VOTE

Apply to all group members when editing a note

If I forget to click the "save to all clients" button I'm unable to see that option again. Allow me to apply to all clients even if I edit the note for one client.

Guest almost 2 years ago in Notes & Cases 3 Completed

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