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Week of November 8: one simple filter on the client chart

The client chart now has one simple row of filters instead of two overlapping controls.

New

  • A consent form for minors. Consent for Treatment of a Minor is now one of the built-in consent forms in Settings → Documents → Consent Forms. A parent or guardian signs it in the client portal, and it covers who can consent, custody orders, what parents will and won't hear from sessions, and court matters. It isn't pre-selected, so pick it when you send a minor's intake, and review the wording for your state first. Intake forms.
  • Measures come over from SimplePractice. When you import from SimplePractice, your clients' completed PHQ-9, GAD-7, PCL-5 and DASS-21 questionnaires now land on their Measures tab with every answer and score, dated when they answered, so the trend graph shows their history from day one. The original PDFs stay on the Files tab. Practices that already imported have had their questionnaires added too. Importing from another EHR.

Improved

  • Type a date of birth. Date of birth boxes for a client, a new client or couple, and an insurance policyholder are now typed boxes (MM/DD/YYYY) instead of a calendar you scroll back through the years. Type the numbers, like 03151984, and the slashes fill in.
  • One card per measure. On the Measures tab, a questionnaire with several scores now shows as one card instead of a graph per score. MAIA-2's eight scales show as bars when there's one date, and as rows with small trend lines once there are two or more (click a row for its full graph). DASS-21's depression, anxiety and stress share one graph.
  • One filter row on the client chart. The Notes | Overview switch is gone. The chart always shows one dated list of sessions and notes, and a row of filters at its top, beside + New, picks what you see: All items, Appointments (each past session with its progress note, or an Add Progress Note button when it has none, so a missing note stands out), Chart notes (notes not tied to a session) and Diagnoses & plans. Scored measures still show under All items and on the Measures tab. Every note action from the old Notes list is on Overview. Couple and family charts work the same way. The client chart.
  • Clearer session cards on the chart. A session the client attended no longer carries a "Done" tag, which could be mistaken for a finished note. Only the exceptions are tagged now: No Show, Cancelled and upcoming Booked sessions. Session numbers count only attended sessions, so "Appointment #30" means the client's 30th session; a cancellation or no-show is listed without a number. The client chart.
  • Client details on every chart tab. The cards on the right of a client's chart (client info, billing, insurance, appointments, contacts and the rest) now stay in view on the Billing, Measures and Files tabs too, not just the Dashboard. The client chart.
  • Calmer colors. The app's blue is softer: titles, outlines and light backgrounds use a quieter slate blue, and main buttons a gentler blue that is still easy to spot.
  • A faster client Billing tab. The Billing tab now asks for a client's payments and insurance answers in a few batches instead of one at a time, so busy charts open in about half the time.
  • A tidier note header. The session date and time sit under the client's name, and a draft's last edit time shows when you hover the Draft badge (signed notes still show when they were signed). Copy All moved into the ⋮ menu as Copy all sections, so the header fits on two rows.
  • Website layouts are easier to find. In Settings → Website, the Start from a layout button now shows small previews of the Solo, Group and Couples pages, so it's clear there are ready-made designs to start from. Your practice website.
  • A memo marker on the calendar. An appointment with a memo now shows a small dot on its calendar block, next to the video or phone icon, so you know to open it. Only the dot shows, never the memo itself.
  • Reminder addresses read cleanly. The Location field in reminder emails now prints an office's address only (street, city, state and ZIP), so an office named after its town no longer shows the town twice. Video and phone appointments still show the location's name. Appointment reminders.
  • AutoPay leaves out inactive couples and families. Like inactive clients, an inactive couple or family no longer appears on the AutoPay settings page and isn't charged automatically.
  • Carepatron on the import list. Moving from Carepatron? Pick it at Settings → EHR Import to see its export steps, then upload your client list (and notes, if you like). Importing from another EHR.
  • Claim form says ICD-10 plainly. On the claim form screen, the ICD Ind. box in box 21 now reads ICD-10 instead of a bare "0". The printed claim form (PDF) now fills that box with 0, the official code for ICD-10, where it used to be left blank. Electronic claims are unchanged.

Fixed

  • Questionnaire editor fits narrow screens. When editing an intake questionnaire in a narrow window or on a phone, the question type, Required box and move arrows sat on top of the question text. They now sit beside the text when there's room and drop below it when there isn't.
  • No error screen after ending a video session. Ending a call could briefly show a "Session Error" screen even though the session had ended normally. And a short internet hiccup while joining (for example, when letting a client in from the waiting room) now quietly tries again instead of showing an error.
  • Big import files upload reliably. Large files sent from Settings → EHR Import now go up in parts, and a dropped connection no longer stops the upload: choose the same file again and it picks up where it left off. Smaller files try again on their own if the connection blips. Importing from another EHR.