Case Note Summary
The Case Notes do not show the name of the template/form used under the "Note detail" it only shows progress notes. How would I know which template was used if it doesn't show under the note detail?
Please add feature to list what template was used in the Case Note Summary.
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AdminSara McClure (Admin, theranest) commented
In the form tab within the case the notes show up as a running list as they are completed (for case forms that can be completed multiple times per client). It would be great to include details or a summary from the note on the list so that the staff does not have to click into the note to see details; right now it just shows the date and time of the note