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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Dec 8, 2020

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
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  • Guest
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    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.