When creating an invoice, allow me to see any appointment notes that were entered for the appointment. Our organization uses appointment notes to indicate billing information that the biller needs to know when invoicing/billing the appointment.
Don't have 15-min appointments take up 30-min blocks on the calendar
A 15-minute appointment takes up a 30-minute block on the calendar causing appointments to appear to be overlapped. This makes it difficult to read the calendar.
Don't display the referral source on the initial assessment because that's more for internal use and doesn't need to be included on clinical documentation.
Guest
about 4 years ago
in Notes & Cases
0
Future consideration
When displaying a group appointment on the agenda, provide more details as to the appointment status so I can see if some people have canceled or if everyone has canceled without having to go into another screen.
Keep client selection when creating progress notes in a group case
When I create a progress note for a group member in a group case and return to the main progress notes screen, the group member that I previously selected reverts to a different one. Keep my original selection so I don't have to change it every time.
Guest
about 2 years ago
in Notes & Cases
1
Future consideration