identify trends

It will very beneficial to have a pop up window that pops up when you click on a client . In this pop up box it would include insurance notes or let the employee what we are needing for client.

We find it easy to make mistakes when documenting time. On one page (printing the report) it is in .25, .50 .75 1.0 etc..... on the other locations (activity details) it is in minutes.....15, 30, 45.....etc..... THANKS!!

Client Details- Is there a way when the Name and Address fields are changed or updated it could say when they were last updated like at the top of the screen? "Last updated 01/01/01" Thank you

Email is use is very common with clients and family

We are questioning whether staff should be locking after each activity because we discovered today that someone was able to edit another staff’s activity detail and their documentation. We were under the impression that we could let our activities...

Rather than having to go back out to the list of activities to e-sign when a nurse is done charting and in the activity or charting screen it would be more efficient to save and e-sign from there.

I’m starting to look at some programs that involve tracking and reporting client families. I’d like to introduce a family ID that can be shared by multiple clients

A client can have more than one referral source.

I’m not sure if other agencies struggle with this, but our nurses think it would be amazing if the client details had a “referral date” location. As is, we enter the referral date, then write over it with the admission date when the client...