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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Jul 10, 2023

Keep client selection when creating progress notes in a group case

When I create a progress note for a group member in a group case and return to the main progress notes screen, the group member that I previously selected reverts to a different one. Keep my original selection so I don't have to change it every time.
App Type TheraNest App
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  • Guest
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    Jul 5, 2023
    Theranest switches clients when you're creating group progress notes for multiple clients. After I create a progress note in the group, I will go back to the main page of progress notes, and it'll select a different client in the group. It would be nice to have it stay on the same client, and I can switch the client by selecting from the drop box.