Does anyone have a work around for documentation/running progress notes for these billable services? I would like to have a note that is fluid and reflects updates/work in progress. At this time, each service line is an independent note, therefore, if searching for a task or step every note has to be opened. This is crucial when discussion coordination pieces that may need follow up and a running document can reflect what steps were made - VM left, who was spoke to etc.
Customer support service by UserEcho