We have created multiple custom forms via dynamic forms feature (to fulfill FL State requirements). Can you add an ability to run reports on those custom dynamic forms? Need e.g. report per day range, that would list all clients that had a specific dynamic form on that day.
Our office has created custom Dynamic Forms such as a TMH Assessment for that a counselor is required to complete for each client. It would be very helpful to be able to run a report to see if the counselor has completed and signed a "case" Dynamic Form.
Thank you!
THERE NEEDS TO BE AN OPTION CREATED JUST LIKE PROGRESS NOTE REPORT BUT CUSTOM FORM REPORT . MOST OF THIS BUSINESS DO NOT USE THE PROGRESS NOTE BUT A CUSTOM FORM AND THERE IS NO WAY TO GET A REPORT OF THAT AT THE MOMENT . THIS IS VERY IMPORTANT IN ORDER TO TRACK AND VERIFY DAILY REPORTS
If the custom forms can be identified as a note, it would make a world of difference.
As of right now, when our providers are using the customized form, it does not even recognize it as note - hence, making it hard to track appointments that need a note. There has to be an option for this.
Also, getting notifications to/from co-signees that a note (custom form) has been attached / signed
