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Notes & Cases

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Don't preview notes after saving

After I sign and save a client's note, don't open another screen that shows the PDF version of the document.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Add service line to specific plans

Ability to add service line to the assessment and treatment plan.
Guest over 4 years ago in Notes & Cases 0 Future consideration

Close case dates

When a case is closed, sometimes it is necessary to re-open a case for various reasons. It would be nice if we can choose the original close case date or set a new one. In a current situation I have, I would like to have the original case closed d...
Guest about 5 years ago in Notes & Cases 0 Already exists

close

when closing a case, it would be great if you could sign a document that would lock it as closed. that way if there were issues in the future it'll be legally clear that it was signed and closed on that date.
Guest about 5 years ago in Notes & Cases 0 Already exists

Delete case

Make another safety step so this is not easily done or make an option in staff permission, Therapist, a check box so they can not delete cases.
Guest about 5 years ago in Notes & Cases 0 Already exists

closing notes signature

Add the ability to electronically sign and date the closing note.
Guest over 5 years ago in Notes & Cases 0 Already exists

The ability to complete notes during a live session

It would be great to go ahead and enter your client notes as well as offer a blackboard experience for a client
Guest over 5 years ago in Notes & Cases 0 Already exists

View open notes

To ensure all open notes are successfully signed. It would be helpful to have a section where it shows your pending notes, such as it showing pending notifications.
Guest over 5 years ago in Notes & Cases 0 Already exists

notification when notes are finished

Would like a calendar color system or symbol system to know when notes are completed by looking at their schedule event on the calendar at a quick glance. Thank you
Guest over 5 years ago in Notes & Cases 0 Already exists

portal

When patients return to treatment after 1 yr, we are obligated to re-evaluated. I would really like to be able to send them our fabulous Patient Port forms to compete again. That's my first step in getting updated on where they are at since seeing...
Guest over 5 years ago in Notes & Cases 0 Already exists