Session Note Templates
complete
R
Richard Wagner
Several prospects have reported the need to enter in preprogammed session note templates for them to require techs to complete in lieu of a free text field.
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F
Fergus Moynihan
complete
Session Note Templates are now available! We will be pushing out other enhancements in the future.
F
Fergus Moynihan
Session note templates will be deployed later this month!
J
Jessica Padover
Love the addition of the template feature, but would also like to see the ability to create multiple templates that can be assigned to different clients. Some clients require different info for their session notes and it confuses techs when there is just one universal template.
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in progress
C
Cynthia Ayers
under review