ADD A NEW IDEA

All ideas

Showing 1804

Display template name when viewing list of progress notes

I want to see what progress note template I used when viewing the list of progress notes for a client.
Melissa Dickens about 1 month ago in Notes & Cases 0 Future consideration

Remove signature timestamp on clinical documentation

Allow me to not display the signature timestamp on progress notes, assessments, and treatment plans.
Eric Whitaker about 1 month ago in Notes & Cases 0 Future consideration

AI for clinical documentation

Allow me to use AI to complete my clinical documentation (assessments, progress notes, and treatment plans).
Guest almost 2 years ago in Notes & Cases 3 Future consideration

Don't create a new case when navigating to notes

If I navigate to a client's notes and there isn't an open case, don't create a new one. I may only be looking at the notes to review notes from a closed case and I don't need a new case created.
Guest almost 7 years ago in Notes & Cases 9 Future consideration

Upload PDFs as Dynamic/Intake forms

Allow me to upload a PDF document and send it as an intake form so I don't have to recreate the form in Dynamic Forms.
Guest about 2 years ago in Practice Management & Administration 6 Future consideration

View when invoices, superbills, and statements were sent from client ledger

Allow me to view when invoices, superbills, and statements were sent from the client ledger so I don't have to search through the activity log to find this information.
Guest almost 4 years ago in Clients & Groups 17 Future consideration

Create a tag or status for Staff to that they are not accepting new Clients

Create a tag or status for Staff to that they are waitlisting/not accepting new Clients to prevent new intakes or clients from being assigned. Include the ability to log the start and end date of the waitlist period to tract the history of the Sta...
Cindy Hooper 5 months ago in Calendar & Scheduling / Practice Management & Administration 0 Future consideration

Show clients flags on ledger

Allow me to view the client's flag(s) when on their ledger.
Guest almost 3 years ago in Billing & Payments 8 Future consideration

Show intake forms individually on the client portal

If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.
Guest almost 2 years ago in Intake Forms 2 Future consideration

Display session number in progress note

Number the notes for us so that we do not have to manually count how many sessions we have conducted with our clients? This helps with certain insurance groups that limit our sessions. Thank you!
Guest over 7 years ago in Notes & Cases 4 Future consideration