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Notes & Cases

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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 over 6 years ago in Notes & Cases 13 Future consideration

Don't retroactively change diagnosis code if updated

Don't retroactively change a diagnosis code on superbills and clinical documentation if a diagnosis code has been updated for a client. Currently, if a diagnosis code gets updated for a client it applies to past superbills and progress notes, but ...
Guest over 4 years ago in Notes & Cases 9 Future consideration

Add standardized diagnostic screening tools

Adding screening tools such as PHQ-9, GAD-7, Kessler-10, The Duke, would help track a clients progress in treatment. As well as support Diagnosis
Guest over 9 years ago in Notes & Cases 11 Future consideration

Display template name when viewing list of progress notes

I want to see what progress note template I used when viewing the list of progress notes for a client.
Melissa Dickens about 1 month ago in Notes & Cases 0 Future consideration

Remove signature timestamp on clinical documentation

Allow me to not display the signature timestamp on progress notes, assessments, and treatment plans.
Eric Whitaker about 1 month ago in Notes & Cases 0 Future consideration

AI for clinical documentation

Allow me to use AI to complete my clinical documentation (assessments, progress notes, and treatment plans).
Guest almost 2 years ago in Notes & Cases 3 Future consideration

Don't create a new case when navigating to notes

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 almost 7 years ago in Notes & Cases 9 Future consideration

Display session number in progress note

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 over 7 years ago in Notes & Cases 4 Future consideration

Search progress notes by keywords

Allow me to search progress notes by keyword so that if I'm looking for a note where I know we did something specific during that session I can find it easier.
Guest about 4 years ago in Notes & Cases 11 Future consideration

Add ability to merge duplicate cases

If a second case has been opened for a client it would be nice to be able to merge it with the old case.
Guest almost 8 years ago in Notes & Cases 6 Future consideration