Feature Requests

It would be great as you scroll down in the note the patients birthday and name stays at the banner so you can see it no matter where in the note your are. If I am scrolled down to the middle of my note I have to scroll all the way back to the top to see name and DOB.

It'd be great if ALL sections of notes were eligible to be copied to a new note without unlocking the note in which they appear. I've noticed that, if I "Add Rich Text" or "Add New Text Item" to a note I'm writing, these sections aren't available for moving/copying to a new note. To bypass this, I have to unlock the note (as if I'm going to edit it) before I have the option (the four-way arrows) to drag these sections into a different note. This is inefficient and bad for HIPAA compliance.

date of birth and calculated age on tab in note please!!!!

It would be immensely helpful if you offered integration with Wiley Planner, like TherapyNotes and Simple Practice EHR platforms. Wiley Planner helps clinicians compose progress notes and treatment plans with pre-programmed responses. Wiley Planners include over 1,000 clear statements describing the behavioral manifestations of each relational problem and includes long-term goals, short-term objectives, and clinically tested treatment options. Wiley Planners has an easy-to-use format that helps locate treatment plan components by behavioral problem. Wiley Planners also provides evidence-based Objectives and Interventions and many suggested homework assignments that are integrated into the Interventions. Additionally, Wiley Planners includes DSM-5 diagnostic suggestions and ICD-10-CM codes for each behaviorally-based presenting problem. Please consider this as a new feature. You can learn more about it at: https://www.wiley.com/learn/practice_planners/index.html

I was hoping you can add an icon to the booking page (like the little "check in" person) to to indicate when a note has been written and signed. This way, users can see in one screen what patients still need to have updates completed for billing.

You would make everyone's life easier by adding spell check to all open text fields! Thanks guys.

Currently if we remove a diagnosis in a treatment note, it removes it from that specific note, but for the next visit it pops back in again. The current required workflow to prevent this is to go into the main chart, diagnosis section, and add an end date, which is quite obscure and difficult to remember. If we're removing a diagnosis, we would like to not have it show up again next time in most instances. And the current workflow is resulting in duplications and denied claims when a provider accidentally leaves an old diagnosis on the note. Could the functionality please be switched so that when we remove a diagnosis, it doesn't auto-populate on the subsequent notes? Or at the very least, that when we click remove it prompts us to ask if we want to remove it just from this note or all future notes (though honestly this won't typically be wanted, so is probably overkill).

print preview all notes or selected notes for when working on progress reports

I need to be able to see past performance of exercises and therapies in order to make timely changes and keep up on the patient's progress. Right now we have to open each note individually