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Dream Factory by TruBridge Ideas Portal
Created by Linda Pfeifle
Created on Apr 22, 2024

Need the ability for a due date for specific forms/notes - a popup when they are due.

I don't know if this could be part of the health maintenance piece or a different part, but there are some forms that only need to filled out one time a year. It would be so great if as a note/form that the system would know when one is done and then calculate when the next is due and pop up when it is due. Example - a yearly PHQ9 form is done in the clinic on 09/23/23. The patient comes back again on 10/04/24 and has a follow-up visit and a pop-up comes up and says that their PHQ9 form is due. This would be so helpful for so many forms.

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