Flag Indicators
A
Alycia Straeter
This is similar to some others I'm seeing but not quite the same! I would love to be able to "flag" a client's note when I schedule one ahead of time to remind myself that a treatment plan is coming due, they have paperwork I need to have them sign, there's a call I need to make, a scheduling item to follow up on, payment to be collected, etc.
I know having multiple flags would be very difficult but I am hoping being able to have one primary per client (and even just one icon that would indicate multiple file/client needs could be helpful?) would be amazing and hopefully not too labor intensive.
I open new sessions days or weeks before I see a client so I can edit the session day/time and make a note, but the flag would be much easier to see, read, and understand when in a hurry versus what I currently do, which is to edit the patient name and put TXP next to it.
Also, I am SO EXCITED about the context box on the patient profile now! You guys are the best!!!