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Submit visit note from Schedule instead of Visits when client sees more than one therapist within the same establishment

Currently, I am unable to submit visit notes for my care plan from the Schedule with a client that also sees another therapist within my company. It would be nice to have the option to choose which care plan is being entered instead of the other t...
Caroline Myers over 1 year ago in Documentation 1

Password Protection for Completed Forms

DOCUMENTATION TAB - On several occasions, I have mistakenly deleted patients' completed forms (Demographic Info, Payment Policy, etc.). I think it will be beneficial to be able to password-protect completed forms.
Manolin Vera about 1 year ago in Documentation 0

Edit Summaries/Progress Report Template

In Arizona, you can submit the progress reports to DDD with PCP signature however, we need it to have a prognosis statement. I would like to be able to add a prognosis statement (like on the plan of care) with an estimated date of discharge to the...
Andrea Faggionato over 1 year ago in Documentation 0