Task/To-Do List for Clients
Add a dedicated task or to-do list section in each client's profile so therapists can track open items, follow-ups, and action items without having to dig through chart notes. This would include things like:
Follow-up tasks from sessions
Administrative items to complete
Reminders for next session
Client homework or assignments to check on
Currently, therapists have to use chart notes to track these items, which means clicking into the client's profile every time to see what's pending. A dedicated task list would streamline workflow and reduce friction.
