It would be helpful to use AI to record telehealth sessions and generate a draft progress note. This would allow me to focus more on the client during the session and complete my notes more quickly afterward.
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
6 days ago
in Notes & Cases
0
Future consideration
Notification to Administrators when approaching Active Client Limit
Notify Organization Administrators via an in-app banner when the active client count is approaching their Active Client subscription limit. Example, if subscribed to the 50 Active Client plan, display the notification when there 45 or more active ...
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