preventive activities : add a note section ( in portfolio ) to determine recalls made for '' waiting '' status
In some cases , client have to recall patients , to give new instruction or to inform patient about an info , they would be able to visualize this from preventives activities in portfolio pannel without the need to click and visualize in the note.
DOCUMENT: ability to see a document directly in a note
Currently: We can open the document in a separate page or open multiple session to go over a document (example: result received by fax, form that would need informations added in a note etc) Improvement idea: Add a view of the document in the note...
Improve the files management in patient charts by adding categories for psychosocial items
Affected user(s): Social workers and other psychosocial providers Task affected: Managing files and forms Impact: It would be easier for them to look up and sort psychosocial evaluation forms in a specific folder in the patient chart. Current stat...
Display the recipient phone number on consultation requests
Affected user(s): Dr. Rappaport Task affected: Creating consultation requests Impact: Dr. Rappaport was used to the old display of the consultation requests, before it was changed and now shows the fax number. He doesn't find this information impo...
Ability to change the recipient fax number in case of failed transmission
Actually, in the Portfolio / Failed faxes section, we just give the possibility to resend the fax at the same number. In the eventuallity of a WRONG NUMBER, it's not easy to change the recipient number from here. It is necessary to go back to the ...
Let the users/admin import form tags from an other user like clikable texts
Every time a new user is created, the profile needs to be setup correctly.In a real large organization like CCSMTL, several accounts are created, and it's impossible to add quickly the form tags.A tool, like the one existing with clikable text (im...
COMMUNICATIONS: Increase the size of the Body section in messages and tasks, allowing users to view their content without needing to scroll before sending
Affected user(s): All users creating communications Task affected: Reviewing the information added in the Body section Impact: Increased time required to send a communication Current state: Users must scroll down to view their content before sendi...
Being able to sort by the column 'Billed to' in the Receivables section of the Billing tab
Affected user(s): MOAs Task affected: Treating receivables and contacted insurance company Impact: It would be helpful for the task of the MOA to be able to sort this column, so she can first deal with insurance company. Current state: There is no...