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Sam Egelhoff

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  1. Apply to all group members when editing a note

    3 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    An error occurred while saving the comment
    Sam Egelhoff commented  · 

    Hello! We're finding that with group notes, it can be difficult to remember to hit the down arrow to "save to all clients" for a group case before hitting "save." It seems that once you hit the general save button, the option to save to all clients disappears. Wondering if it'd be possible to change that or allow for saving to all client files in the group still, even after hitting save on a draft.

    Sam Egelhoff supported this idea  · 

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