Locking report templates to prevent data loss
in progress
J
Jamila Cheikh
Can a feature be developed so that once a report is completed and signed, it can be locked so no edits can be made to it? For example, if I go back to a client's initial treatment report after completing their progress report (meaning I made changes to the program and program data fields), the same changes are then reflected in the initial treatment report, which means I just lost the data. If a clinician fails to download the report before making any changes, our company would then have issues when/if we are audited. Additionally, as report templates are revised over the year, any changes made affect reports that were already completed (i.e. if a data field was deleted, the information that was on the report was now deleted).
K
Kat Dannehl
Merged in a post:
Report Template Updates
A
Amy Kenzer
When you make a change to a Report Template, that change applies to client reports using that template. For example, if you add a filter to a section for data, then that automatically applies to existing reports using that template for a client.
K
Kat Dannehl
in progress
W
William Oelke
I see this has been a request since December 2023. Considering the risk this puts providers at during an audit and that audits may be more frequent with the recent legislation this should be a priority to ensure that treatment plans, once signed, become locked or at least backed up automatically to prevent editing or modification.
C
Christine Danh
Merged in a post:
Lock treatment plan
W
William Oelke
Ability to lock treatment plan dynamic fields once the report has been signed
C
Christine Danh
Merged in a post:
REport published
Victoria Sigurthorsson
When a report is published, it should automatically permanently save all dynamic fields as is, and not add any other changes that happen in the programs, so that it stays as it was written and signed, rather than keeping adding things in
A
Alejandra Villafana, MA, BCBA, LBA
would love this feature as well!
A
Alma Botello
This is totally needed!
Jill Umstattd
Merged in a post:
Archived Reports shouldn't allow for any program changes
M
Madison Buehnemann
When updating a programs tag/status, it would be extremely beneficial for it not to update the programs in a report that's already been written and archived.
Jill Umstattd
Merged in a post:
Auto save Treatment Plan to files
W
William Oelke
I have gotten the treatment plan template near ready to utilize but am realizing that even after signing the report if changes are made to anything autofilled it will modify the report. The solution is to download as a PDF when the treatment plan is done but I'm concerned that a treatment plan could be signed then dramatically altered. There should be a save button within the report where it is no longer editable.
E
Erin Moran
Merged in a post:
Save reports to files
Nikolaj Hendriksen
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