Donna Massey
My feedback
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63 votesDonna Massey
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An error occurred while saving the comment An error occurred while saving the comment Donna Massey
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I created an custom initial assessment and sent it the client portal. However, after the client completes it, it saves to general documents. It would be great to have that intake form save to where it comes from, case notes in this situation, so I can "copy last note" and add my clinical summary to the new note so it's complete/
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188 votes
I am begging for this feature. The intake form that is currently there has been causing some major challenges for us. So much is missed in narrative form. Therefore, we needed to create a custom intake form. All of this info is required by insurance and state licensing regs. The great thing about this is that the entire form can be filled out by the client in the client portal. If it appears in the notes section (where it was created) we should have the capability to "duplicate last form." Now everything the client did populates over again (and what doesn't, the clinician can add) and the clinician can just enter in the clinical. It's a huge time saver and ensures we capture all the necessary information.
As an example (in client portal custom form - add to clients chart (this will appear in the note section) - client completes note - note appears in the case vs the general doc uploads - duplicate last form in notes - note is pre populated and now clinician can add to the new form.
Also a great way to do addendums.
PLEASE PLEASE PLEASE add this. We really need to ensure solid flow in our practice. This would be amazing if you could do this, thank you.