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Add addendums to group notes

Allow me to add an addendum to a signed group note like I can do with progress notes.

Guest about 1 year ago in Notes & Cases 1 Future consideration

Add ability to mark a client as deceased

Can you add a place, like in client detail (somewhere quick and easy where it can be seen by all permissions) where it could be marked to show client has deceased? That way we don't have various staff calling and trying to schedule/reschedule an a...

Guest about 4 years ago in Clients & Groups 0 Future consideration

3 VOTE

Change how data is displayed in staff billing report CSV

When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.

Guest about 3 years ago in Reporting 1 Future consideration

4 VOTE

Line up designated therapist colors in the calender

Our office has 11 therapists and scheduling staff need to see all therapist's schedules at once to schedule accordingly for room and location availability. It would be extremely helpful if each color assigned to each therapist would automatically ...

Guest about 4 years ago in Calendar & Scheduling 2 Future consideration

3 VOTE

Prevent progress notes if no treatment plan on file

If a provider hasn't completed their initial assessment and/or treatment plan, then don't allow them to create a progress note. The assessment and/or treatment plan needs to be completed prior to the provider adding/creating progress notes for the...

Guest about 3 years ago in Notes & Cases 0 Future consideration

3 VOTE

Make sexual orientation a free-text field

When we enter the client's sexual orientation or when a client enters this on the client portal, make it a free-text field instead of a drop-down field.

Guest about 3 years ago in Clients & Groups 0 Future consideration

3 VOTE

Add service type to submitted claims report

When running the Submitted Claims report, allow me to include the service type/CPT code.

Guest about 3 years ago in Reporting 1 Future consideration

6 VOTE

Display staff who created appointment

In an agency where multiple people are responsible for scheduling client appointments it would be helpful to see on the appointment or on the appointment list the staff that scheduled/created each appointment.

Guest over 6 years ago in Calendar & Scheduling 4 Future consideration

2 VOTE

Notate primary contact in client's details

Allow me to identify the primary contact for a client in their client details or their contact log.

Guest about 2 years ago in Clients & Groups 1 Future consideration

3 VOTE

Add client initials to treatment plan review email reminders

When I get an email for a treatment plan review, include the client's initials so I know what client to look for when I login.

Guest about 3 years ago in Notes & Cases 1 Future consideration

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