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Notes & Cases

Showing 322 of 2013

Show preview of dynamic form

It would be great to have a "Preview" feature added to the Forms designer, and/or a "Client Portal View" mode, so the form designer can see exactly what the form will look like when published, and what the client's view is when using the Client Po...
Guest over 6 years ago in Dynamic Forms / Notes & Cases 9 Future consideration

Change appointment time and service types in progress notes

There are times that I will have to go over the scheduled timeframe and need to bill a different code. I'd like to change this on the progress note and have it reflected back on the appointment, so our records are accurate.
Guest almost 6 years ago in Notes & Cases 10 Future consideration

Wiley Homework Planner and/or document library

Offer the Wiley Homework Planner along side the other planners and/or provide a document library within which documents can be stored and assigned to clients.
Guest about 8 years ago in Notes & Cases 4 Future consideration

Disable "copy from last session" button for clinical documents

As an admin I want to prevent my providers from copying a clinical note/document from the last session because they should be writing unique notes every time.
Guest almost 2 years ago in Notes & Cases 6 Future consideration

Don't copy previous content when creating a new treatment plan

When I create a new treatment plan for a client that already has an existing one, don't copy the content from the previous treatment plan over to the new one so I can start fresh with new content and new goals.
Guest over 4 years ago in Notes & Cases 1 Future consideration

Highlighting text in notes

Add functionality that allows Users to highlight certain words with Notes for emphasis and as a reminder to discuss a point with a client.
Guest 9 months ago in Notes & Cases 0 Future consideration

Click and drag to re-order default intake forms

Allow me to click and drag to re-order my default intake forms. It's hard to use the arrows.
Guest 9 months ago in Notes & Cases 0 Future consideration

Add setting to use Organization's Legal Name for printed legal documents

Add a new Organization Setting that would allow Organizations to have their Legal Name be printed on legal documents (Superbill, Notes, etc.) instead of the Organization Name.
Guest 3 months ago in Billing & Payments / Notes & Cases / Practice Management & Administration 0 Future consideration

Select which diagnosis code appears on the progress note

When completing a client's progress note, allow me to choose which diagnosis appears on the note so that the diagnosis code displayed reflects the treatment performed for that date.
Guest over 6 years ago in Notes & Cases 6 Future consideration

Populate demographics information from Client Details/Additional Details tabs on Client Forms

After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
Guest 7 months ago in Client & Billing Details / Notes & Cases 0 Future consideration