I would like to see a more detailed progress note template, with more pull downs and check boxes. Interventions, progress towards treatment goals, continues to meet medical necessity...

I Would like to be able to edit the initial assessment and add in symptom check boxes, other information that I ask all clients so that I have it in electronic format. I could create a custom form, but then it removes the shortcut and the ability to sign it.

I would suggest that there be a way to create a custom template that you can put in info boxes ie: demographic information, diagnosis, that would pull over from the other pre done sections.

In general, it would be helpful to be able to edit the initial assessment to meet each practices' needs.

This is exactly what I am hoping for as well. Make them custom progress notes, not custom forms. The progress note template that exists is not appropriate for psychiatrists.

Can you customize the initial assessment tab. For those of us that are not psych's this is NOT USABLE AT ALL. Insurance, nor our clients, want to see topics listed under RISK (suicide, sexual abuse, psychiatric break, etc) on their child's initial assessment for occupational therapy, speech, language and or feeding therapy. This is my one complaint as it is really unprofessional unacceptable and something I requested be changed 2.5 years ago! Any plans in the near future to do this? I have stuck with you all and am still using my own assessment that is not integrated with your system ...

On the session note you have it so if you don't touch those fields/enter info, they do not print on the saved PDF form of the session note. However, if you leave these areas blank on the initial assessment and diagnostic codes tab, they still print and appear (which is completely unnecessary and makes your initial assessment tab unusable for ALL other professionals outside of the psych field). I am surprised this still has not been updated! PLEASE VOTE!

I would like to see play therapy notes added as a template. Although we have the Wiley Progress notes, which is great, I still need to be able to add play therapy notes for a few of my clients. It would be great to have that feature.

Or the ability to attach customized notes to patient encounters so that they can function as progress notes. If a customized note could be used as a progress note, then all of the session information would appear at the top of the note for each session and the yellow triangle would disappear once you completed a customized progress note for a client. Right now, if you complete a customized note for a session (with the intent of using it as a progress note), you still need to fill out a separate progress note instructing readers to refer to your customized note.

I would love to add custom forms to the progress notes.

E.g. add check boxes for the interventions I use.

The Initial Assessment Form is very poor and does not look like it was designed by a clinician. There is no place to add medications and the general flow is completely random. The risk question is particularly troublesome - particularly in that it states that a contract for safety should be developed which is outdated and bad clinical practice. No clinician working with a suicidal client should ever complete a no harm contract and should be completing a Safety Plan. A no-harm contract would do nothing to protect a clinician in court and would in fact increase liability as an outdated practice.

a way to upload progress notes, assessment and reassessment. Or have a way to edit the default templates.

I love this but would want to make sure there was a place to add something not on the list, like an "other" selection or something.

Three sections:

Themes discussed/focus of session: family, marriage/intimate relationship, parenting, peer relationships, job/school, daily activities, hobbies/interests, physical health, sleep, body image, financial situation, living situation, etc.

Symptoms: list of typical symptoms with check boxes-- anxiety, anger, irritability, depressed affect, impulsivity, hopelessness, behavioral outbursts, guilt, grief, worthlessness, low self-esteem, difficulty concentrating, etc,

Treatment modalities or strategies: motivational interviewing, cognitive-behavioral, DBT, relaxation and mindfulness, insight-oriented, relational, parent guidance, play therapy, etc.

I agree--I have a solo private practice so many of the options seem targeted towards agency stats and aren't necessary for me. I'd like to delete what I don't use and maybe add a text box for things not included, i.e. screening each session for suicidal or homicidal ideation. It would be awesome to customize the automatic templates offered by the site and save my version of the forms so I wouldn't have to change every time.