Add Administrative-type Note
Ability to add an administrative note not tied to a date of service without using a dynamic form.
-
Jackson Ravenscroft commented
I would love an administrative note section where I can add notes that aren't part of the client record but that might list notes related to the client such as insurance phone numbers, items I need to do, reminders to myself etc. I would love a notes section for my own page as well as documents so that I can write notes to myself if I need to. Thanks!
-
Jalika Bah commented
Notes section in client details for administrative staff to document calls and voicemails left for clients regarding upcoming appointments