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Staff and Client Communication Notes
Staff and Client Communication Notes
Users can now add notes to both staff and client profiles that other staff with permissions can view, as well as track them by dates. Read more below about how to use the notes feature
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Managing Staff Communication Notes
Managing Staff Communication Notes
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Managing Client Communication Notes
Managing Client Communication Notes
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Custom Client and Staff Fields
Custom Client and Staff Fields
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Reviewing Session Notes.
Reviewing Session Notes.
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Reviewing Session Notes.
Reviewing Session Notes.
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Billable and Non-Billable Session Note Templates.
Billable and Non-Billable Session Note Templates.
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