Create progress note template library (PIE, DAP, SOAP, PHQ-9 etc.)
Provide general templates such as PIE, DAP, and SOAP for clinicians to choose from.

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Anonymous commented
The PHQ A is the adoescent version of the PHQ 9-there are a variety of forms for this measure-Patient Health Questionaire-a depression screener which many surveyors recommend be a part of regular screeners clinicians should do. I would also love to be able to integrate the Columbia Suicide Severity Rating Scale-SSRS into the system. It is open for use.
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Cheryl Hamblin commented
please please please
add a SOAP note
Just four boxes to input the Subjective, objective, assessment and plan section would be so helpful
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Rebecca Stone commented
I agree! This helps to establish not only medical necessity, but also level of functioning and progress over time.
What I would consider an ideal rollout for this includes:
- a variety of clinical assessments offered for multiple presenting concerns and age ranges;
- a way to click/indicate what assessment(s) each client should take from within the client file (and the ability to change what assessments are assigned);
- a way to indicate at what frequency they should take the assessment (before every session, before every third session, etc.);
- the inclusion of a link in the client's appointment reminder/text for the client to take the assessment prior to their appointment;
- automatic scoring/reporting and automatic attachment to client's clinical documents;
- a notification/task list for the clinician to view the score/report upon client's completion (for liability purposes, i.e. -- the need to review if someone indicates SI/HI risk where immediate follow-up is needed); and
- the ability for clients to complete this through the client portal, but also having this available for kiosk-like (e.g., tablet) use in waiting room for those that forget to take it before arriving for their appointment. -
Patricia Zurita Ona commented
We need to keep track of client's progress and we use free assessments such as the DASS (depression, anxiety, stress scale), Y-BOCS (Yale-brown obsessive compulsive disorder); Beck Depression Inventory, PHQ-9, GAD-7, etc, etc, etc. It would be great to include these and include the ability to have users fill these out post intake either through the client portal or in a HIPPA compliant manner in session using therapists account. Or at least have the option to have them in the therapist portal .
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Anonymous commented
It would be great if we could easily paste in a commonly used phrase or paragraph into notes.
Ex. informed consent for first appts would be nice if there was a way to do this without retyping, etc.The other way to go would be to have premade note templates. Ex. First session note could include the informed consent blurb
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Elizabeth Hemme commented
It takes a lot of time to make custom forms when many assessments/screens are free and reproducible. This is a therapy software, it should be part of the package to have already available screens/assessments like the ASI, PLC-5, GAD-7 and things like that. Instead I either have to do the paper forms and scan it in or create a custom form. Both take a lot of time to do..
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Trisha Miller commented
I would love this as well! The general notes template does not "fit" for evaluation sessions.
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Kristin commented
Other formats for progress note (DAP, SOAP, etc)
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John commented
there are other programs that offer MANY free psych assessments such as the Beck Depression Inventory, PHQ-9, GAD-7, etc, etc, etc. It would be great to include these and include the ability to have users fill these out post intake either through the client portal or in a HIPPA compliant manner in session using therapists account - i.e. having an assessment page that does not display "Recently Viewed Clients:" at the top of the page.
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Anonymous commented
Assessment/Evaluation Progress Note
Would like to have separate progress note for cases that are exclusively evaluations, not "therapeutic," such as the case with disability or forensic evaluations. The header "Therapeutic" in current progress notes is misleading for those types of cases.
The template could be rather generic or could allow for: Date, Duration, Tests administered, Observations/mental status, collateral information reviewed/interviewed..... Preliminary Summary, Plan (in case of ongoing evaluations).
Currently I use the progress notes and case notes; however, when called to court printing each individual one - and explaining that I am not conducting a "therapeutic" assessment could be difficult
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Anonymous commented
Please also include psychological testing and assessments which will be helpful
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Stephanie Lippman commented
Would be helpful to have an evaluation progress note...
Blank text box (headed: Tests administered and observations) would be okay with option for scheduling next session.