When viewing a client's list of progress notes, the dynamic progress notes don't show a preview like the standard template. Allow me to see a preview of the dynamic progress note when viewing a client's list of progress notes.
Guest
almost 3 years ago
in Notes & Cases
1
Future consideration
Include therapist totals on payroll by rendering provider report
When running the Payroll report, include the total payout for each therapist. It's tedious to have to type the therapist's name in the box to get their total.
Guest
about 4 years ago
in Reporting
1
Future consideration
When viewing all cases for a client, allow me to see the assigned staff to each case. Right now I have to open each case individually to view that information.
Guest
about 4 years ago
in Clients & Groups
1
Future consideration
When viewing a client's details and working in their chart, allow me to view their pronouns with the rest of their information (age, date of birth, etc.) in the left sidebar.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
Report on clients with risks identified on assessment or progress note
Allow me to run a report that will display clients who have had one or more risks selected under the "Risk" section of an initial assessment or fields filled out under the "Risk Assessment" of a progress note.
Guest
almost 3 years ago
in Reporting
0
Future consideration
Change default date range when viewing a client's appointments
Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.
Guest
over 4 years ago
in Clients & Groups
2
Future consideration
0
Future consideration
