Display client detail notes on Agenda
I need my front desk and scheduling staff to see notes and alerts related to a client when they check in, so that we do not miss important information about clients. We use the Notes field on the client details for such information so if it were displayed on the Agenda that would be helpful.
Anonymous
shared this idea
We’ve release an exciting new feature. Now you can see the client profile notes field summarized in the main Agenda contact card. Simply click on the contact card icon next to your client’s name, and voila! You’ll have the note available without shuffling around between pages.
-
Richard at Sylvania Therapy
commented
I just commented a similar suggestion regarding appointment notes showing on the agenda but think client detail notes is the better option for alerting therapists or admin staff as to special situations that require addressing with a client. Actually, if both could appear that would be the total solution since there may be a situation that repeats ( client note ) and a one time situation (appointment note)
I am pleased to see the "started" status and look forward to shortly seeing the "completed" status.
-
this is much needed!
our front office has no way of knowing what information is needed when they are checking people in, since the notes are on the client detail page. -
Crystal Hulett
commented
An addition to the agenda screen where alerts would populate in red next to client's name (i.e., client owes money, need insurance card, need new card on file, etc.)
