Guy Blackstone
My feedback
7 results found
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100 votes
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1 vote
An error occurred while saving the comment With the new implementations and feature sin the Dynamic Forms, the way Dropdowns work have changed slightly. Before, Dropdown menus would default to their first option. This made using Dropdowns in Progress Notes a great way to answer commonly used questions such as suicide/homicide screening/assessments. In this case these would default to 'not warranted' rather than 'Choose an option'.
While the Dropdowns still save time in the process of filling forms of notes, this change makes them less useful.
A way to resolve this would be to restore the previous behavior - the first option is the default option.
Alternatively, an option could be added to the Dynamic Form creator to select the default. -
27 votes
An error occurred while saving the comment Sometimes it can be hectic to schedule appointments if you're not keeping up with it as the week goes on. I often end up taking time late in the week to populate all of the appointments for the next week. Some of my clients are variable, some are not.
This Scheduling Assistant would pull your client list, and look for clients w/o a next appointment. Then it would show a window with the first client after finished with each, it would take you to the next. In the window, it shows client information and the time/date/day and service type for the last 4 appointments. Then (ideally) it would pre-populate a copy of the last appointment for the next week. It would also show a snippet of the day's calendar for context. From there, you could check a box/confirm this is correct and hit Next.
This process would allow for rapid rescheduling of many clients without having to rely on time during the week or recurring appointments. Upgrades to this system could include scheduling more than one week at a time, warning of conflicts and assisting in resolutions, and a way to 'Schedule a Day' wherein we could use the above framework, but for a specific day's appointments. As an example, a finishes their day, hits 'Schedule This Day Next Week', it moves forward, client by client *only for the clients on the schedule for this day*.
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40 votes
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40 votes
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3 votes
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3 votes
An error occurred while saving the comment Show history of client credit cards, success/declines, and when added and by who. I have clients who say they have updated their card information, but I have no way to confirm that. Also, for clients who have frequent declines, it can be difficult to see which card(s) and when. In addition, knowing who made the changes and charges would be great for context. This may all be available under reports (at least some of this info), but it doesn't provide an easy, fast reference while trying to get through admin work.
The current Progress Note workflow is very inefficient. We all know that notes take time, time which is essential for our work, meaning we have to allocate time away from clients, or away from our out-of-work time.
Currently, the fastest way to create a note is to do so from the Agenda. This creates a note within the case that appointment is attached to. With the addition of customizable Progress Notes, this is good. The workflow options currently are:
Agenda > Select Date > 'Add Progress Note' > Select New or Copy Last > Select Progress Note Template from pop-up > Fill note > Save / & Sign / Next Appointment > End at either Signed Note or Calendar after new appointment.
Search for Client > 'Notes' > (Select Case if needed) > Copy from Last / New >> As above.
Reports > Missing Progress Notes > 'Add Progress Note' >> As Above.
If you wanted to fill multiple Progress Notes from a specific day / week, this will add many redundant clicks. These include either a) Clicking Agenda > Selecting the date > Scrolling / locating client & 'Add Progress Note' > Selecting the template. While this may only take a minute, it requires the same/nearly the same user input over and over again.
I think that implementing a specific workflow for addressing Progress Notes in a serial fashion would be ideal.
Begin with the Begin Progress Note Session' Button in the top right header bar. This shows 6 options: 'From most recent', 'From Today', From This Week', 'From Last 30 Days', 'From Custom', and Settings.
Behavior of each:
'Form most recent' - Begins progress note serial entry, beginning with the most recent not created / not signed; backwards in time.
'From Today' - Begins progress note serial entry from the first not created / not signed today.
'From Last Week' - Begins progress note serial entry beginning with the user's selected 'First Day of the Week' (under calendar settings) for the current week, with the first not created / not signed.
'From Last 30 Days' Begins progress note serial entry with the oldest not created / not signed note within the last 30 days.
'From Custom' - Opens the Missing Progress Notes' report. Has options to include / not include No Call No Shows, Late Cancel, Cancelled Rescheduled. When 'Add Progress Note' this opens that note, when completed, it returns the user to the Missing Progress Notes Report with refreshed content.
'Settings' - Includes the defaults for: Use a single progress note template or prompt for selection?; Complete notes with Save Draft / Sign / or New Appointment?.
Serial Progress Notes Workflow: 'Begin Progress Notes Session' (as suggested above) > Select time period > Opens note based on settings for a Client > Fill note > Save > (Based on Settings) Next Note / Signing Page / Next Appointment > (If previous was Sign / Next Appointment) Opens Next Note.
I believe this would also help those of us who are more distractable flow from one note to another seamlessly.
I hope this invites discussion and to hear how others complete their notes and if this would be useful.