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Jordache Williams

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  1. 272 votes

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    Jordache Williams commented  · 

    Absolutely agree. This is generally applicable to most documents, but in my experience is especially necessary on Treatment Plans (which may be custom forms for some clinicians).

  2. 63 votes

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    Jordache Williams commented  · 

    Good point. Allowing users to set fields on custom forms to auto-populate fields on other custom forms would be a huge plus. I am curious if this type of setup is feasible, especially in a user-friendly fashion. To take this a step further, if custom forms in the client portal ("intake forms") could be set-up to auto-populate other custom forms, the system would really be a jewel.

  3. 160 votes

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    Jordache Williams commented  · 

    A plausible workaround may be to upload your documents into the "Clinical Documents" tab of the case file. Perhaps include the date in the title of the document.

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