Leah Berry
My feedback
115 results found
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27 votes
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35 votes
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11 votes
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28 votes
An error occurred while saving the comment It would be great to be able to add a session note to the task list for each session that's completed. There are a few ways this could be done, but the best way I can imagine is for it to be an option from the "Agenda" view when you click the "Add Progress Note" button next to a session. There could be an additional option to "add note to task list" and clicking that would generate a task for that note associated with that client.
There could also be an option for a task to automatically be created when a session is complete.This would make it easier to keep track of which notes need to be completed without having to run a report.
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61 votes
Provide an option for a link or embedded website interface for new clients to be able to schedule a new client appointment without having to create a portal account.