Add diagnosis to assessment from the progress note
When writing a progress note, and I realize a diagnosis is missing, it would be nice if clicking 'Add Diagnosis' opened a popup window, so I can add the diagnosis without being taken out of the note.
Kayla Wilson
5 days ago
in Notes & Cases
0
Future consideration
Allow multiple client signatures on clinical notes
Allow me to add multiple client signatures to clinical notes. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.
Guest
about 1 year ago
in Notes & Cases
64
Future consideration
Require Client to add Insurance Information when creating Client Portal Account
Add a setting to require clients to add Insurance Information when creating Client Portal account and a prompt to add Insurance information for those who have previously created Client Portal accounts.
Jacob Mergendoller
5 months ago
in Billing & Payments
0
Future consideration
Allow clients to pay directly from the sent invoice or statement without having to log into the Client Portal or be sent a separate one-time payment link.
Adding a confirmation modal when recording a payment will help reduce errors if staff think they are charging a client's credit card when in reality, they aren't.
Kristen Harper
2 months ago
in Billing & Payments
0
Future consideration
It would be great if the section for inputting insurance policy info had a spot for a term/renewal date that also sent a notification to a specific staff member.
Christina Leslie
2 months ago
in Billing & Payments
0
Future consideration
0
Future consideration
