Dynamic Forms allows you to create client forms that can be used multiple times for a client. You can create your own notes template that's outside of a progress note and not tied to an appointment to keep track of special circumstances or conversations. You can learn more about dynamic client forms here: https://theranest.zendesk.com/hc/en-us/articles/360052322112-Create-a-Dynamic-Form
If you were referring to different functionality, please let us know so we can update the idea with more details about what you're looking for. Thank you!
