Notes & Cases

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Create a report to review all clinical documentation for a client

Create a report that can be generated to review all completed clinical documentation for a client, including assessments, progress notes, treatment plans, treatment consents, etc., and could be re-ordered in the report based on my preferences for ...

Wendy Brooks 3 months ago in Notes & Cases / Reporting 0 Future consideration

45 VOTE

Signature Pad for Signing documents

I would like to see the "draw signature" feature on the treatment plan (for the client) to be compatible with a electronic signature pad

Guest over 6 years ago in Notes & Cases 5 Future consideration

1 VOTE

Access Wiley when copying a treatment plan

When copying a previous Wiley treatment plan, allow me to go back into the Wiley workflow to add additional goals.

Celeste Howells about 2 months ago in Notes & Cases 0 Future consideration

9 VOTE

Autosave dynamic forms, treatment plans, and assessments

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...

Guest over 1 year ago in Dynamic Forms / Notes & Cases 2 Future consideration

72 VOTE

Spell check integration

There needs to be spell checking options when composing progress notes and other clinical documents. It is very important that these document are completely accurate and it makes it difficult when there is not this option. Tool should work like ...

Guest over 10 years ago in Notes & Cases 23 Will not implement

36 VOTE

Add customizable text shortcuts/phrases to assist in note writing

Add customizable macros shortcuts to assist in note writing like the Mental Status Exam selections. IE - Supportive Counseling, EMDR, CBT, Active Listening, etc.

Guest over 5 years ago in Notes & Cases 16 Future consideration

21 VOTE

View only data for archived clients

Allow me to view (not edit) the information and notes for archived clients without having to unarchive them.

Guest about 3 years ago in Notes & Cases 12 Future consideration

23 VOTE

Consolidate archived client & case forms

We create and archive a lot of dynamic forms for clients as client forms or case forms. Each form is displayed as a separate tab when viewing the client's details or case, and given how many we have it's hard to distinguish between the archived on...

Guest over 3 years ago in Notes & Cases 13 Future consideration

1 VOTE

Alphabetize pre-defined options in MSE

Display the options alphabetically when managing the pre-defined options in the Mental Status Exam so it's easier to find what I'm looking for.

henry Mellen about 2 months ago in Notes & Cases 0 Future consideration

14 VOTE

Add 180 day option for treatment plan reviews

Add an option to review the treatment plan in 180 days because we need to review our treatment plans every 6 months.

Guest about 2 years ago in Notes & Cases 4 Future consideration

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