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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Jul 25, 2023

Apply to all group members when editing a note

If I forget to click the "save to all clients" button I'm unable to see that option again. Allow me to apply to all clients even if I edit the note for one client.
App Type TheraNest App
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  • Guest
    Reply
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    Feb 20, 2024
    Allow the save to all group member to save multiple times instead of one time only. (Make it save like the Initial Assessment and Diagnostic Codes save button which allows multiple saves to all group members).
  • Sam Egelhoff
    Reply
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    Jul 20, 2023
    Hello! We're finding that with group notes, it can be difficult to remember to hit the down arrow to "save to all clients" for a group case before hitting "save." It seems that once you hit the general save button, the option to save to all clients disappears. Wondering if it'd be possible to change that or allow for saving to all client files in the group still, even after hitting save on a draft.
  • Guest
    Reply
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    Jan 23, 2020
    We need help with writing notes for group sessions. it will not accept the "apply to all others" and says notes are already there when they are not. Further, it is ridiculous to have to delete an appointment, go to clients, go to groups, go to the group, go to details, add the group member, then schedule the appointment, then go back to agenda, then be able to write the note! C'mon! Every other software lets you add the group member from the notes page!