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
Limit the diagnosis codes specific to the practice. There are too many Dx codes available that are not billable for a provider's level of licensure. Please allow the ability to restrict what codes may be selected in order to prevent codes that can...
Allison zBouie
8 months ago
in Notes & Cases
0
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
Autosave dynamic forms & clinical documentation without drafts
Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...
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