Share Notes with Groups or Multiple Clients
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tommy zee
Would love to be able to share Notes with Groups or Multiple Clients. For example, Summaries or Recap after group calls / meetings or Announcements to a certain group. Currently it's only possible to share the Note with one Client at a time.
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Jonathan Eggerichs, PsyD
I would find this feature useful as well for the purpose of Session Notes. I see many couples where the "couple" (group) is the client, not one of the individuals.
Ernst Jansen
Thanks for sharing this, Tommy. Really useful to see the specific use cases you have in mind for group sharing Notes. Being able to send meeting summaries or announcements to multiple clients at once would definitely streamline that workflow.