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Ability to filter out "canceled" appts on the calendar

Can you add a check box to toggle on and off show canceled shifts on calendar, (like you have show non-client events and show travel appointments). Showing canceled shifts gets confusing when you are trying to reschedule staff if there are client ...
Guest about 2 years ago in Scheduling 0 Future consideration

Closed Case automatically created when clicking on notes tab if all cases are closed

When a case is closed and there is an attempt to review the progress notes from the side pane "notes" icon, it automatically creates a new case. Can this be fixed so that cases are not created unless we actually select "case".
Guest over 2 years ago in General 1 Future consideration

Client Messaging

Is it possible that we have the option to create a signature block for client messaging. This would be helpful so that we dont have to type it out each time we send a message and the clients will be able to identify the department or specialist th...
Guest over 2 years ago in General 0 Future consideration

Client Flags-Details Tab

Client flags on the details tab, under "client details" at top left does not show the entire message associated with the flag. It seems that the message is cut off and all information associated with any flag is very important to everyone so hopin...
Guest over 2 years ago in Scheduling 0 Future consideration

Access to cases

Staff members assigned to the client should have access to all cases, even when not assigned to the actual case. This is causing a lot of back and forth between our admin and clinicians. Assigned clinicians should be able to review the clients ent...
Guest over 2 years ago in Notes & Forms 1 Future consideration

Limit Staff Notifications when it comes to changing appointment times

Staff members complain about getting way too many email notifications when it comes to the scheduling updates. For example, if an appt is created from 1-2p and then we go back in within 5 seconds to adjust that appt time to 1:01-2:01, and then go ...
Guest over 2 years ago in Staff Members 0 Future consideration

Add checkboxes when un-assigning Service Types/Authorizations

Is it possible to have an the option of check box selection when there is a need to "unassign" service types that have been "assigned". There is already a check box option when "assigning a service types". It would be great to have this same optio...
Guest over 2 years ago in Clients 0 Future consideration

Improvement suggestions when closing a case

Once the discharge note is written and the case is closed, in order for the clinician to e-sign the closed note, they have to go back to cases, then go back in and select "close info" tab to see the e-sign button. Most of my clinicians have compla...
Guest over 2 years ago in General 0 Future consideration

Allow supervisor ability to sign/approve Assessments and Treatment Plans

It would be nice if the Supervisor was notified when a behavior assessment, treatment plan, and discharge summary has been completed by a clinician, just like it does when a progress note is done. I imagine that it will appear in the alerts sectio...
Guest over 2 years ago in General 0 Future consideration

Be able to send/share Progress Notes with clients

The ability to send or client have access to a specific progress note that requires parent/guardian signature.
Guest over 2 years ago in Clients 0 Future consideration