client notes
A
Annabel Marshall
When leaving client notes, who left them and when is very important for tracking missed appts, client interactions, etc. In previous software every note once posted to a clients account was locked and time stamped so that no one can go back and change or delete notes. In Phorest you can go back and change anyones notes just because you want to. I think that only managers should be able to edit/delete notes once they've been posted for better accountability and less chance for errors.
N
Nicole Rempfer
yes...i want to see who is changing notes and only allow mngr to change any notes after staff submit the notes.
S
Sara Dunbar
Nicole Rempfer I wish the audit trail more detailed. We still do a lot of guessing.
S
Station Salon
I so agree with this. It’s actually surprising that that hasn’t been done already.