Allow clients to review and sign treatment plans from the client portal
If there can be a way that clients can review and sign their treatment plans through the portal and that finalized doc would then be downloadable, that would be great.
Don't allow certain fields to be updated in the client portal
Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
Populate demographics information from Client Details/Additional Details tabs on Client Forms
After adding Demographics on the Client Details and Additional Details tabs, populate the Demographics information on Client Assessments, Notes, and Forms.
Most of my clients are independent with activities of daily living. Rather than having to click through 13 drop down menus, it would be nice to have a box to check to mark them all as independent.
Create a feature that allows my clients to journal any thoughts they may have about sessions and progress and allow them to share their journal entries with the provider(s) assigned to their case.
