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Display client intake date when editing group assessment

When I'm editing an initial assessment for a group case, the client's intake date doesn't appear when I'm editing the document, but it does appear on the printed document. Have it appear when I'm editing the document so I can make sure it's entere...
Guest about 4 years ago in Notes & Cases 0 Future consideration

Display all options in Mental Status fields

When completing the Mental Status fields of a progress note, display all the choices available for the field instead of just the first 20. I prefer to pick from a list rather than try and remember what might not be displayed.
Guest about 4 years ago in Notes & Cases 1 Future consideration

More Note Details

The ' note detail' section in the case note should have the name of the template/document that was completed. This would help us view the appropriate note type that was completed. For example if staff completed the initial assessment the ' note d...
Guest over 4 years ago in Notes & Cases 0 Future consideration

supervison progress reports signature per Insurance company

We would like to have the 'sign progress notes under supervison' be specific to the Insurance company. We have one that only requires the clinical director to sign off in the log that she is supervising. And another that requires the signature on...
Rachael Eichhorn over 4 years ago in Notes & Cases 0 Future consideration

Add custom options to the Custom Form created

- When a specific custom form is created by using the Custom form template would like the option to be able to link the Clients detail such as Name, Treatment plan, and DX to the custom form before it is placed in the Case Notes Tab. - Custom for...
Guest over 4 years ago in Notes & Cases 0 Future consideration

electronic signatures to custom forms

Sometimes you need to update a form like a fee agreement or complete something like a release of information, it would be great to be able to add in an electronic signature to any new custom forms you create that you need the client to complete an...
Guest over 4 years ago in Notes & Cases 0 Already exists

Copy new custom forms to intake forms

I made a few custom forms that I wanted to copy into my intake forms but was unable to do so. It would be great if I could just. pull them into my intake forms without needing to start over from scratch to re-create the same form in the intake for...
Guest over 4 years ago in Notes & Cases 0 Already exists

Unbillable note option

Please add an unbillable option to be able to enter notes for information purposes only and not for billing purposes. This is an important option when working with Medicaid
Guest over 4 years ago in Notes & Cases 0 Already exists

special notes

The addition of "special notes," or notes that are not progress notes that are for special circumstances (an important collateral contact conversation or an unexpected discharge without a session) .
Guest over 4 years ago in Notes & Cases 0 Already exists

Do not remove addendums from notes when unsigning

If I have to remove a signature to make corrections to a note, don't remove any addendums that have already been created.
Guest over 4 years ago in Notes & Cases 0 Future consideration