Staff Comments

The Comments feature allows 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, such s communication points and billing issues.

Enable Staff Comments

1. Click More → Settings.
2. Select the Features tab. 
3. Scroll down to the Staff Comments section.
4. Click the Enable Staff Comments button.

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

Set Permissions

By default, all users in your practice can read and write comments. If you would like to prevent users from seeing, adding or deleting comments, follow these instructions:

1. Click More → Team.
2. Select the Roles tab. 
3. Locate the role of the user OR create a new role for them.
4. Click Edit for the role.
5. Scroll down to the Staff Comments section and check the permissions you wish for the user to have.
6. Click Save Role.