After creating a multi-staff appointment or event, a block gets created on every member's calendar. If I want to delete the event, I have to delete each one individually, but I may want to edit, or delete the event for all group members.
When creating a treatment plan and adding goals for the client, allow me to pick and insert goals from a goal bank. I use the same goals for a lot of my clients and it would save time to just click and insert them rather than re-typing them.
Guest
almost 4 years ago
in Notes & Cases
9
Future consideration
Implement an hourly or flat rate for staff payroll
Instead of percentage, is it possible to set up a set pay rate for the staff. For example, I pay my therapist $30-40 hrly regardless of the insurance so each client they see is the same pay rate.
Allow me to select which goals appear on the client's progress note for that session. I only want the relevant goals that we worked on in that session to appear, or none at all, rather than having all of their goals appear.
Guest
about 8 years ago
in Notes & Cases
31
Future consideration
When a clients send me documents via a message through their TN portal, allow me to upload those documents directly to their case without first having to upload them to my computer and then to their case. I prefer not to have client-sensitive info...
Rachael Hendry
6 months ago
in Messaging
0
Future consideration