It would be nice if there was a way to mass archive clients. We have an existing practice with a large number of clients so it is rather tedious to manually go through and archive all the old clients after we have uploaded our client database.
Make Mental Status option lists fully scrollable (not just containing 10 items)
In Progress Notes > Mental Status: when clicking within a space to enter a term for any of the Mental Status categories, I recommend programming the display to provide a fully scrollable list of all available descriptors rather than just displa...
Guest
almost 9 years ago
in Notes & Cases
6
Completed
Add ability to save client-specific notes to invoices given to clients. This would benefit any providers/staff who need or want to include notes for a client (e.g. explanation of a write-off).
Update appointment status on upcoming progress notes
Allow me to update the appointment status if a progress note has already been created. Sometimes we create the shell of the note early, but if the appointment is still "upcoming" we can't change the status.
Select "sex" when adding insurance to a new client
Please let us pick the legal sex of the Insured instead of having to input it into the Client Details page first, OR let us save the information we already input on the Insurance page instead of losing all data because we have to pick the legal se...
6
Completed
0
Completed
