Docs

Allow me to edit the header and/or footer on a document to include information specific to payer requirements. For example, we have some payers that want the patient's name, DOB, and diagnosis on every page.

Let me show both of a child's parents on their documentation.

When working on an evaluation-type document, the default setting for including goal graphs is set to "No". Allow me to change this so that it's always set to "Yes" because I want therapists to include the graphs in their documentation.

Allow me a quicker way to mark a goal as mastered permanently. When I click the star, it opens a new dialog which takes too much time if I'm just marking them as mastered permanently and not based on criteria.

Allow me to change the spacing between lines of text on Documentation so that more information can fit onto a page.

When viewing my document list with the various tabs (i.e. In Progress, Not Started, Draft, etc.) add another titled "Declined". As an assistant, I want to be able to quickly see the documents that were declined by my co-signer. As a co-signer, I w...

For evaluation-type documents, include an section under Clinical Impressions for Recommendations.

Show me a warning that the patient's plan of care has expired before I begin working on a document.

Allow multiple therapists across different disciplines to collaborate on one document at the same time so that we don't have to wait for one person to send it to us before we can add our information.

Separate the toddler sensory profile and child sensory profile into two separate evaluation sections.