I noticed that session notes appear in the client portal (I saw the list in my client’s portal when I was helping her); Are those the actual notes? If so, is there a way to disable that? I it would be preferable to be able to make specific notes visible when asked for them, but as a default I think that can be counterproductive and even potentially harmful.
Please authenticate to join the conversation.
In Review
Feature Request
High Priority
11 days ago

Katerina Philbrick
Get notified by email when there are changes.
In Review
Feature Request
High Priority
11 days ago

Katerina Philbrick
Get notified by email when there are changes.