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TheraNest Ideas Portal

Add Administrative-type Note

Ability to add an administrative note not tied to a date of service without using a dynamic form.
App Type TheraNest App
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    • Guest
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      Mar 29, 2022
      I would love an administrative note section where I can add notes that aren't part of the client record but that might list notes related to the client such as insurance phone numbers, items I need to do, reminders to myself etc. I would love a notes section for my own page as well as documents so that I can write notes to myself if I need to. Thanks!
    • Guest
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      Feb 17, 2021
      Notes section in client details for administrative staff to document calls and voicemails left for clients regarding upcoming appointments