Recent Articles
Prevent Professionals from Editing Their Auto-sign Note Settings
Overview Administrators now have the ability to control whether Basic Professionals can edit their own auto‑sign note settings. This permission helps practices maintain consistent documentation standards and prevents accidental or unauthorized ...
Notification on Over Due Metrics
Overview To help teams stay on top of outstanding client surveys, the Metrics tab now displays a clear alert whenever a survey becomes overdue. This update ensures users can quickly identify items that require follow‑up and maintain accurate ...
Locking the Diagnosis Tab (Treatment Plan, Case Conceptualization, Intake Interview)
Overview Users can now lock each section within the Diagnosis tab to prevent changes after a treatment plan, case conceptualization, and intake interview has been finalized. This feature helps practices maintain documentation accuracy, protect ...
Billing vs. Collected by Professional
Overview The Billed vs. Collected report helps practices understand how much revenue has been billed and collected within a selected date range. To make clinician‑level analysis easier, users can now filter this report by individual clinicians. This ...
Client Demographics Hover
Overview The Client Demographic Hover feature allows users to quickly view key client information without opening the full client chart. This helps teams access essential details faster, reduce navigation time, and streamline day‑to‑day workflows. ...