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The Title field was added in addition to the Comments field, that was added recently to the Schedule Board and My Calendar screens that allows you to add notes or reminders for future scheduled entries, and the Completed checkbox that allows you control over when an entry is set to marked as completed.
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Note Tags
Inclusion of Note Tags while recording entries allows you to easily find entries using via the entry note search. The note tags allow you to setup global tags, and will also have client specific tags from the goals section and external provider section on their the client profile.
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Note Search
A note search was recently added to the client profile for searching for entries. This has been improved to search on a date range, custom title and on the improved tagging.
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Recurring Appointments
We have now added the ability to create recurring appointments or tasks via the Schedule Board and My Calendar screens.
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An addition of a new list view toggle on the client profile screen allows for a condensed view for more easily locating entries. You can use this icon to toggle between the details view, which is great for reading up on recent notes, and the new list view.
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Hours Worked Reporting
Total consult and travel hours has been added for the day entries and a total was added to the top right of the Schedule Board and My Calendar screens.
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