Create a centralized contact log that doesn't have to be associated with a case. I don't want to open a case just to enter contact log information. Or I may have staff that aren't assigned to a case and need to notate client communication.
Add a spot for client contact under client information instead of under case to allow all therapist working with client to have access to latest updates with client.
Allow other staff (ex: reception) to have access to Contact Log without need full Therapist access. Front desk staff contact clients to remind of appointments, etc. and need to be able to document that these calls were made.
the contact log should be placed under the client details and be accessible for all staff as well as provider. We need to be able to quickly access the log to document phone calls, emails, texts, letters, sent to the patients by all staff.
This should be moved to the client detail page so all administrators can make a note when they contact parents/insurers. This is a pain to give access to everyone and then click so many times to make a quick contact note.
An activity/call log per clients profile to keep updated information shared with the entire staff. Case notes/contact log is not helpful with having to assign multiple staff to it so they can have access.
Yes, please! We need to have a contact log in every client's file that is NOT associated with an open case. In addition to allowing admin staff access to a contact log, it would also be helpful when contact is made (by a client, insurance, referral source, request for records) after a case has been closed. Please make this a priority update!
Please consider adding an administrative contact log option. No all administrative workers have access to the clinical side of the file, and there are many times it is helpful/necessary to note actions/contact from an administrative standpoint.
I'd love to have a contact log that's not inside cases. Administrative staff need to record their contact with clients, regardless of which cases are open or closed, not to mention that I don't want admin staff poking around inside cases where there's sensitive clinical information as well.
We would love to see the Contact Log that is currently under notes put on the client detail page. This is a great feature but it is hidden and could be better utilized.
I would like to see it in the tab under the client detail page please. This is VERY important as I do not want my front desk staff going through the cases tab to have to document on a client.
Thank you so much!
Melissa
I agree with the previous comments asking for a phone log that is separate from individual cases. This would allow me to record new client contacts as well as document any risk assessment that is associated with a potential client or referrals to my practice.
Place contact log in client details not in case notes. If an office administrator calls the client and wants to record it in the contact log, they should not have to open a case. It could be to call the client to remind about 24 hour cancelation policy, to fill out needed intake forms before certain time, etc.
We would love for our receptionist and student workers to be able to make contact notes without also being able to access the clinical notes of patients.
Add contact notes as a default permission. This would be very useful to have this access for non-administrative roles in order to ensure better communication between staff on the client.
We are finding the same problem and I would think "Contact Log" should be available to the STAFF who may interact with a client. They do not necessarily have access to Clinical Notes.
This is a much needed improvement. The Contact Log is important and giving access to non-clinical staff is imperative. I'm not sure why it has been 18 months since this feature was requested and nothing has transpired.
I agree with comments. I would like a separate record / report that can be pulled to track the status of calls received / call made to potentials. I refer to them as callers as they more or not have any clinical relevance. For instance, I get a call from a random caller requesting services. i would love to be able to document what the inquiry was, what the information provided was and what if any next steps will take place. I would prefer to keep non-clients non-clients but for ethical purposes track for our group who is contacting us and for what reason. If they become a client, then viola, they get entered as a client and we create a therapist/client relationship. Without this documentation on our end, a lot of ambiguity can exist. Please create a generic admin form / spreadsheet that we can track this. Then, if necessary it can be attached to a client and we have documentation at which point we are responsible for their care.
