List resources for referring clients to other professionals
I often refer clients to other professionals for added services. I would like a designated place for me to add the contact information of these professionals for easy accessibility. This would be a general list not necessarily linked to a particul...
Guest
over 4 years ago
in Notes & Cases
1
Future consideration
When I create an event appointment on my calendar, allow me to hide the details of it from other staff members because I don't want them to see details of my personal appointments.
We have group appointments at our practice where clients can just drop in, so it may not be the same clients every week. Make an easier way to accomplish this in TheraNest rather than having to edit the group members every time.