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Status Completed
Categories Notes & Cases
Created by Guest
Created on Oct 9, 2018

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Skip clients who were not in attendance when using "Apply Note to all Group Members" feature

When using the "Apply Note to all Group Members Feature", have it skip clients who were marked as a no-show or cancelled.
App Type TheraNest App
  • ADMIN RESPONSE
    Dec 6, 2024

    Notes will no longer be applied to clients with a canceled, late cancel, or no-show status when applying a group note to all members.

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  • Guest
    Reply
    |     Dec 14, 2020
    Currently, the Progress Note base note applies to all group members regardless the appointment status. It would be nice if it did not automatically apply to group members with a status other than "Kept".
  • Guest
    Reply
    |     Nov 9, 2020
    When using the "apply to all group members" feature on a group note, the note still shows up on clients who had been marked absent or cancelled the group. It would be nice to not have to go back and physically remove each of those notes
  • Guest
    Reply
    |     Dec 22, 2018
    Progress notes can be applied to one family member or to all, but not to all WHO ATTENDED. It's not clinically appropriate to add the note to the file of someone who wasn't there. Please fix. Thanks!