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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Sep 8, 2020

Add client notes to client list

Allow me to customize the client list grid so I can include the client notes from the client details page.
App Type TheraNest App
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  • Lisa Briggs
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    |
    Jan 3, 2024
    It would be great if there was a way for us to tag a clients profile stating called client on -/--/---- for appointment on -/--/---- at _:_pm. That could be seen on the all clients list. This would make overlapping in calling clients to fill an open spot minimal.