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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jan 3, 2023

Client-level activity log

Allow me to see who made changes to a client's details or insurance information without having to navigate away from the client and into the activity log.
App Type TheraNest App
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  • Guest
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    Mar 5, 2024
    I would like to be able to search the activity log for all activity on 1 client's account. Rather than searching the activity log by the staff member or by action, I would like to search the Activity log based on the client to see all the activity. This would be a nice option in the client account so that I don't have to go to the activity log to find this info.