Notes & Forms

Is there a way to be notified of the Expired Intake Packets under the general documents tab "shared forms". This would help to ensure that we are requesting clients to update their documents for the medical record.

Would be nice if close notes were not removed when a case has been reopened. Sometimes it is clinically appropriate to re-open a case instead of starting a new one, however it is not ok to loose information that had been already documented prior t...

When a case is closed all users should be able to access a view only of the clinical documentation. Currently to view closed cases you have to reopen the case but that takes the signature off the close note.

ability to add multiple supervisors under "notes require supervisory review"

Please allow to write a progress note from the schedule and when adding a note from the agenda add a way to get back to the agenda with your filters on so you do not have to go through the entire process to get to the day you need to enter notes. ...