Make client notes more prominent
When navigating to a client's details page or viewing the agenda, make the Client Notes prominent so our staff is more likely to read the information.
AdminSarah M
(Admin, theranest)
shared this idea
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Deanna Trinidad
commented
It would be nice if there was a space to put general client notes on the Client Details page (that aren't viewable on the Agenda). I realize there is currently a space for client notes, but it's small and it would be nice to have something a bit different. General Notes could be like paper post its that we put on paper files. A sample note should be something bright that jumps out a the next clinician who opens the case, rather than forcing them to sift through all the different places information can be stored.
Thank you. -
Deanna Trinidad
commented
It would be nice if there was a way to attach small (non-clinical notes) to other areas of TheraNest, like post it notes.
For example, I would like to add a note to the Ledger that says, "client chose a 30-session package," and I'd like that note to pop up every time I open the Ledger. I can't find any other place to put something like that that is easily accessible. I don't want to have to dig down to find this note, I want it to pop out, so everyone sees it.
Thank you.