Firstly, the context box is FANTASTIC. I absolutely LOVE that I can indicate there the client's diagnoses and summaries of their goals for treatment so that I was then able to indicate in my template that when Heidi is noting progress or lack thereof, I was able to successfully get it to reference them in the context box! Incredible.
Expanded patient profile ideas:
  • Diagnoses that can be pulled from the same list already integrated
  • Import client specific tasks not yet indicate as completed and the date it was created (then I could add a task for the client saying, for example, they need a signed ROI, and when I create the session I can see if they have incomplete tasks and manage it that way)
  • Always include or exclude past 3 sessions
I'm sure I'll think of more but you get the idea! Thank you for your consideration!!