Staff Comments

This feature allows you and your team to add internal comments to a client's profile. These comments can be used to track any remarks that do not belong in the client's chart, like communication points, billing issues, etc.

How to Enable Staff Comments

This feature is turned off by default and it's only available to customers using the Practice Management plan. To turn the feature on, from the main menu navigate to "More > Settings > Features", and click on "Enable Staff Comments".

Once the feature is enabled, you will see a new "Comments" tab in the client profile page.

Setting Permissions

By default, every user in your practice can read and write comments. If you'd like to prevent users from seeing, adding or deleting comments, you can use Roles to configure permissions accordingly. Navigate to "More > Team > Roles" in order to change permissions.