Allow me to "copy last treatment plan" option to create an updated treatment plan so that I can make updates without recreating the entire treatment plan.
Guest
almost 7 years ago
in Notes & Cases
16
Future consideration
Copy and sync clinical information across different client cases
We are a group practice and we do share clients….ex. we have clients that see one therapist for individual and another for couples and perhaps another for group. We are all part of the treatment team so we are all assigned to the case and have ROI...
Guest
almost 7 years ago
in Notes & Cases
13
Future consideration
Improve the workflow to create a group note for the group and progress notes for each client in the group. Right now it takes too much time to complete the notes and I have to jump to different areas.
Guest
almost 2 years ago
in Notes & Cases
6
Future consideration
If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
Guest
about 7 years ago
in Notes & Cases
9
Future consideration
Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!
Guest
almost 8 years ago
in Notes & Cases
4
Future consideration
13
Future consideration
