Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Jan 24, 2021

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
  • Attach files
  • Guest
    Reply
    |
    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
    Reply
    |
    Feb 17, 2021
    Notes section in client details for administrative staff to document calls and voicemails left for clients regarding upcoming appointments