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
14 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.
When viewing a client's general or clinical documents, allow me to open any completed forms from the shared forms list, so I don't have to search for it in the files above.
Guest
3 days ago
in Dynamic Forms
0
Future consideration
It would be amazing to have an AI-generated summary of a client’s case, pulling key details from their progress notes, assessment, and treatment plans.
Guest
9 days ago
in Notes & Cases
0
Future consideration
0
Future consideration
