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Francis Daniels

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2 results found

  1. Add ability to create progress notes and view linked notes from client Appointments list

    100 votes

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    28 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Francis Daniels commented  · 

    My idea is to add the option to create a Progress Note under the Client Record/Appointments Tab. I often get behind on notes and it would be easier if your could add the progress note there rather than having to scroll through the agenda to find the appointment. Also If it could show the invoice status that would be helpful as well.

    Francis Daniels supported this idea  · 

  2. Autosave client details

    223 votes

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    49 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
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    Francis Daniels commented  · 

    Agree with Charlene......

    Francis Daniels supported this idea  · 

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