ClinicSource Ideas
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Plan of care expiration and visits attaching to wrong care plan

Preventing the clinician from continue to see a client once the POC expires. I would be a great feature to give the ability to the clinician to see the plan of care date span the note is attached to from the visit entry screen?
Guest about 2 years ago in Visits 0

Merging Duplicate Charts

Being able to merge duplicate charts for patients. For example, if they have two last names and they are spelled with a slight difference that i.e., space or dash that people may not catch, or the system might not catch.
Liam Clyne about 2 years ago in Patients 0

Strike-throughs for custom attendance statuses

We would like strike-throughs for our new statuses Cancelled by Patient, Cancelled by Therapists and Re-scheduled.
Julio Flamini over 2 years ago in Schedule 1

Patient Portal signature for completed forms

I would like to see the green checkmark under the signature pen on documentation once a parent signs each document in their patient portal. This would be a quick alert to therapists that parents have completed the documents, especially when it's p...
Ashley Miller over 1 year ago in Patient Portal 0

Reports

I would like the ability to change my templates without having to know HTML!
Rosemarie November about 2 years ago in Documentation 0

Add logo to customized templates

Being able to add our logo to customizable templates, electronic signature areas and a link to send new patient paperwork to patients by email would be great
Brandi Kerns about 2 years ago in Documentation 1 Feature Already Exists

Ability to find Active patients without scheduled appointments

I would be great to run a report to find the active patients that do not have a current appointment on our books. I would give the front office staff to help with compliance to frequency.
Guest about 2 years ago in Reports 0

Reports - Audit Log Change

The audit log as-is is almost useless. I can see what staff member made a change and when, but not what the specific change was (i.e. was it a change in the notes section, or just changing the appointment type?)
Alyssa Carr about 2 years ago in Reports 0

Reports - Ability to generate a single report for all facilities

If there was an "all" locations option for reports that would be awesome.
Julio Flamini over 2 years ago in Reports 1

More customization of goals panel

I'd like to have more control over the appearance and layout of goals and objectives, including the ability to include/exclude/customize prompting/assistance levels, have multiple data collection points per objective (e.g., if mastery criteria is ...
Lindsey Cargill about 2 years ago in Templates 0