Add custom relationship options in contact log
Allow me to create custom options when selecting "relationship to client" when creating an entry in a client's contact log.
AdminSarah M
(Admin, theranest)
shared this idea
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Rebecca Rondeau
commented
on a contact note and the contact list, it would be helpful to add specifically "Psychiatric Prescriber" and "Couples Therapist" to the list in the drop down. I am a therapist and sometimes providing individual, sometimes couples work. I consult with people's prescribers and couples therapists all the time. The only current option is "other care provider".
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Jennifer Pellegrino
commented
Add an option called "Legal". This would cover attorneys, probation/parole officers, etc.
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Leah Berry commented
In the Contact Log, when choosing the option "Other Care Provider," add a field to specify which care provider it is.
With this functionality, Instead of typing in the body of the note and having to look back there for who the "Other Care Provider" is, you could look right beside the option of "Other Care Provider" to see the name of the provider.