Report on demographics of clients served within a time period
Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allo...
Guest
almost 2 years ago
in Reporting
1
Future consideration
If I've created a Dynamic Progress Note, have the name of the Dynamic Progress Note appear on the printed document (e.g., Psychotherapy Note, Group Counseling Session), rather than just "Progress Note".
Guest
almost 2 years ago
in Notes & Cases
3
Future consideration
Do not auto-assign newly assigned staff to all open cases
When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
Sara McClure
almost 2 years ago
in Notes & Cases
1
Future consideration
Remove appointment end time from Month calendar view
Adding the calendar end times to the monthly view makes the monthly view useless in my opinion because the end time takes the space where the client's name used to show. Seeing which client I have at the start time is MUCH more important than the ...
Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.
Guest
over 4 years ago
in Notes & Cases
1
Future consideration
Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.
Allow me to assign another clinician for emergency situations so if a clinician is out of town, the backup clinician for that client is assigned only for the duration of their absence.
When I apply a payment, change the defaults that appear so that I don't have to change them every time. For example, make the default "insurance" rather than "client" and leave the amount fields blank.