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*NEW* Feature: Notes!

Updated: Feb 6

Like most of our best features, this one came right from you. Introducing the new notes section for every referral. You can find it on each patient's information page.




The great part is that our notes section is timestamped and coded to keep track of who is making the notes. This means that the info is way more valuable than a paper and pen because you can:

  • Keep track of who, in your office, is following up with referrals

  • How your are following up and which method each referral prefers

  • When you are following up with referrals


On top of all that tracking, when paired with our new user feature (the ability to add referral-source specific users), other doctor's offices can add patient notes to this section. That means that referring offices now have 3 ways to share notes:

  • as a message through our patient form

  • a voice memo

  • through this notes section


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