Docs

When completing an evaluation-type document and choosing the goal time frame, the "Last Assessment" option is confusing because I'm not sure what documents are "assessments." Make this label clearer so I know if it's referring to just re-assessmen...

Display the goal target when printing goals. It's hard to tell where the green target line is so having the target displayed (written) would be helpful if we give a copy of the goals to patients/caregivers.

If I open a document but don't add any content, don't change the status of the document to "Draft". It makes me think that I've actually started the document when I really haven't.

Allow me to preview the previous content before pulling it forward into my document.

Make the activity/worksheet type HEP documents in color. Sometimes children are more likely to engage in something if the worksheet is in color.

When viewing my patient list under Patients & Goals, allow me to view both the patient's goals and documents in once place. Right now I have keep going back to the list to view the documents, and then click back into the patient to view their ...

Make the Billing Codes box in eval-type documents more prominent. Right now it's often overlooked by our therapists.

When printing a patient's goals, change the default to not include goal graphs. I use the printed goals to take data and I don't need to see the graphs, so it's a hassle to change the drop-down every time.

Allow me to add notes to document reminders so if it needs to be postponed or it has been scheduled I can notate that and communicate it with my team.

We've set-up email addresses as quick phrases in our clinic. Allow us to insert a quick phrase in the email field when sending documents.