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Notes & Cases

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Reorder goals in the treatment plan

After I've entered goals in a client's treatment plan, allow me to reorder them so I don't have to delete them and re-enter them.
Guest over 1 year ago in Notes & Cases 2 Future consideration

Populate intake fields into initial assessment

When a client fills out an intake form, allow me to populate those responses into the client's initial assessment.
Guest over 4 years ago in Notes & Cases 7 Future consideration

Add more modalities in the treatment plan

When filling out a patient's treatment plan, allow me to add additional check boxes under "Treatment Modality".
Guest over 3 years ago in Notes & Cases 2 Future consideration

View multiple progress notes

Allow me a way to scroll through or view multiple progress notes at once without having to open each one individually.
Guest over 3 years ago in Notes & Cases 3 Future consideration

Add DSM criteria to presenting problem in the initial assessment

It would be great to have diagnostic software that would have the DSM criteria for diagnoses that you could click on and it would upload it to the presenting problem area.
Guest 4 months ago in Notes & Cases 0 Future consideration

Create and send dynamic forms to clients that aren't intake

Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.
Guest almost 3 years ago in Dynamic Forms / Notes & Cases 3 Future consideration

Remove signatures from dynamic forms

Allow me to remove signatures from dynamic forms.
Guest about 4 years ago in Dynamic Forms / Notes & Cases 11 Future consideration

Add process notes page

It would be helpful to have a tab that is designated for process notes that can be labeled as separate from the rest of the medical record. These notes are more detailed by the therapist and are more protected under HIPAA.
Guest over 6 years ago in Notes & Cases 5 Future consideration

Default client's intake date field to date of completed initial assessment

We have clients with multiple therapists and services and we need the intake date on the assessment to reflect the intake date on that case as an assessment is completed by that therapist. It also needs to be when the intake appointment happened n...
Guest about 5 years ago in Notes & Cases 4 Future consideration

Automatically change the appointment to "Kept" when a progress note is created

Have the appointment status automatically change to "Kept" if I create a progress note.
Guest 7 months ago in Notes & Cases 2 Future consideration