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Notes & Cases

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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 3 days ago in Notes & Cases 0 Future consideration
332 VOTE

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

Remove draft copies from clinical documents

It can be confusing when there are multiple draft copies of a progress note. Remove the draft copies and just continuously auto-save.
Sarah Maiolo 13 days ago in Notes & Cases 0 Future consideration
554 VOTE

Include pre-defined list of interventions for progress notes

I would like the interventions list that is available in the creation of the treatment plan be moved to the progress notes where I would be able to select which intervention that I used for that day. It would simplify the notes that I complete.
Guest about 8 years ago in Notes & Cases 29 Future consideration
190 VOTE

Customize treatment plan templates

Allow me to create a custom treatment plan template similar to how I can create custom progress note templates using Dynamic Form elements.
Guest about 3 years ago in Notes & Cases 31 Future consideration
185 VOTE

Customize initial assessment template

Allow me to create a custom initial assessment template similar to how I can create custom progress note templates using Dynamic Form elements.
Guest about 3 years ago in Notes & Cases 36 Future consideration
223 VOTE

Decline supervisee notes

As a supervisor, allow me to decline a supervisee's notes and provide information on what edits they need to make before I sign off on it.
Guest almost 4 years ago in Notes & Cases 49 Future consideration

Allow the Progress Note Start and End Time fields to be optional

Allow Organizations to make the Progress Note Start and End Time fields to be optional and allow for manual input of the session duration.
Guest 6 months ago in Notes & Cases 0 Future consideration

Create task from unsigned therapy notes

Allow for an option to automatically create a task in "My Tasks" from therapy progress notes that are unsigned. Then be able to link directly to the note to be signed. Finally, once the progress note is signed the task should automatically be comp...
Guest 6 months ago in Notes & Cases 0 Future consideration

Require review date on treatment plans

Allow me to require a review date for treatment plans. Sometimes my providers forget to fill out this information.
Susan Townsley 4 months ago in Notes & Cases 0 Future consideration