Copy and sync clinical information across different client cases

Clients in our practice will be seen for both individual and group. They will also sometimes be seen by the other clinician for services. It would be incredibly helpful to have one assessment and one treatment plan for an individual client instead of needing a different assessment and treatment plan for each provider and/or group and individual.

I have a client with several services being provided and our organization has created cases under that one client such as IT for Dad, IT for Mom, Family Therapy. I love how the Wiley addition is within TN in doing notes, but it makes the therapist create a whole new assessment and a new treatment plan, however, the main client is still the client even if the service/note is for dad or mom or the family.

Add functionality to copy initial assessments from previously closed cases for clients that return to treatment.

This would be so handy - right now we have to carry the Diagnosis(es) over into the other case files in the patient file in order for all providers to have access to it and then build several different treatment plans because some providers do not have access to certain cases. It would simplify things so much if it would carry it over into other cases automatically when you create multiple cases under the patient's main case file. Please! This would be WONDERFUL!!!

Yes! This would save so much time manually adding things in multiple places!

Yes please!

Please, please! Even if there is an option to transfer and we can check or accept the ones we want applied to that case.

I agree. Please have a check box to port the initial assessment over to group or other cases please!

Yes please!!!

Current DA to populate new or updated DA. Not start a new case.

Is it possible to have the treatment plan goals and diagnosis for clients in groups pull from their existing individual cases rather than completing an entirely new assessment and treatment plan for their group case?

I would like to have a way to copy the initial assessment and Tx plan from the individual case so it appears on group notes instead of having to do 2 completely different assessments and treatment plans. This will make billing insurance for group therapy easier and reduce the amount of work for therapists for people who are doing individual and group therapy.

It would be very helpful if diagnoses codes would transfer across cases.