Clients - Dashboard to view, search and audit all clients notes
Currently you have to go into a client to see notes relating to that client. It would be useful to have an option to see all notes, by client.
4
votes
Cormac McCreesh
shared this idea
Hi Cormac, thanks for bringing this idea to the community.
We can see how a centralised view of client notes could make it easier to keep track of updates across your client base and help teams stay aligned without needing to open individual client records.
I've updated the status of this idea to Gaining Support so we can continue monitoring interest and gathering feedback on how this could support your practice workflows.
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Jo McMillan
commented
Would be handy if able to search within notes to return any related to search request.