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Ana Warmsley

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  1. Enter clients as a couple or family

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Ana Warmsley commented  · 

    Hi,

    I see couples and would like to be able to add a progress note from the agenda or calendar rather than a group note. I love the fact that I can copy the note to both clients, but it would be nice to have the option to write a progress note for each member from the appointment. Right now, I go into the client's file and add a new note, select the appointment date and time, and then add to the other client.

    Ana Warmsley supported this idea  · 

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