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dashboard

Feature Requestpractice managementHigh Priority

I have posted about this before and am going to post about it again. Having a dashboard where it says what notes are waiting for review, signature, when treatment plan reviews are upcoming, invoices overdue, upcoming appt, assessments that need to be updated, missing notes, etc; for those who are using a group practice version to see who has uncompleted notes/signatures/etc.

Posted by Kellyanne Richmond ·
3 comments

This request was merged into another request

Comments3

  • Kellyanne Richmond

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    May 28

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    Merged request

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    2 votes

    Sticky Notes / Dashboard

    I am still advocating for a good dashboard for therapists. I do want to have a section for “sticky notes” where we can put basic notes or reminders for everyday type things.

  • Essence Scott

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    May 21

    agreed. we need a dashboard bad.

  • Katerina Philbrick

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    May 20

    I also would find this helpful. But Im just realizing the the Assistant can let us know? Currently I’ve been using the blue dot that appears on unopened session transcripts as a way to keep track, but that means that I won’t open them until I’m ready to finalize the note.