Skip to Main Content
TheraNest Ideas Portal

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 particular client.
App Type TheraNest App
  • Attach files
      Drop here to upload
    • Guest
      Reply
      |
      Dec 28, 2020
      I would suggest creating a custom form that you can fill in more than once. This is what I do. I also use the contact log.