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Add Patient information to top of custom forms

Can you please auto-add the information such as insurance numbers and patient ID numbers to the custom forms, like it is on the daily SOAP notes. Otherwise the forms don't look professional and we'll have to add extra information to submit the eva...
Guest over 4 years ago in Notes & Cases 0 Completed

Quotation Marks in Progress Notes

For some reason whenever I try to do quotation marks in the Mental Status section of the progress note, it automatically fills in something I don't want. For example, let's say I wanted to say Client reported feeing "sluggish and blah" in the Aff...
Guest almost 5 years ago in Notes & Cases 0 Completed

Change treatment goal "Name" field to "Goal" to match print out

On the treatment plan when determining the goals instead of having “Name” it would be helpful for it to match what prints out on the form which is “Goal”. I was so confused and tried to ask for so long about this matter. Now I know better.
Valarie Williams over 5 years ago in Notes & Cases 0 Completed

Add Z60.8 (Other problems related to social environment) diagnosis code

Z60.8 I need this code added to Theranest please
Guest almost 6 years ago in Notes & Cases 0 Completed

Display client preferred name on new/edit contact log view

Include client preferred name on Contact Log notes
Guest over 6 years ago in Notes & Cases 0 Completed

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry

Enter custom relationship to client when "Other" is selected in "Relationship to Client" dropdown on Contact Log entry. This would allow us to enter the most relevant option for this client.
Georginia Weygand over 6 years ago in Notes & Cases 0 Completed

Need Termination Summary Form

Termination Summary form
Guest almost 7 years ago in Notes & Cases 0 Completed

Ignore required fields if saving (not signing) a progress note

If I'm filling out a progress note, allow me to save the note even if the required fields aren't completed. I may need to come back to those fields later. Allow me to save the form, but don't allow me to sign the form if the required fields aren't...
Sarah Maiolo 5 months ago in Notes & Cases 0 Completed