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Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Mar 4, 2021

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Case Note Summary

The Case Notes do not show the name of the template/form used under the "Note detail" it only shows progress notes. How would I know which template was used if it doesn't show under the note detail? Please add feature to list what template was used in the Case Note Summary.
App Type TheraNest App
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  • Sara McClure
    Reply
    |     Nov 16, 2022
    In the form tab within the case the notes show up as a running list as they are completed (for case forms that can be completed multiple times per client). It would be great to include details or a summary from the note on the list so that the staff does not have to click into the note to see details; right now it just shows the date and time of the note