Add version history to client and schedule information

All changes to client notes and schedules are now recorded as version history.

Every change to clients and schedules is now recorded, time stamped and assigned to the person making the change. This joins notes, which have had version history for some time, to ensure all details recorded for a client record are always captured.

Version history is used primarily to support Board note taking requirements.

Missing notes table added to Instinctive Notes Web home page

The Instinctive Notes Web home page now lists all practitioners in your practice with their currently outstanding notes.

Given all that happens in a practice it's sometimes easy to miss one or two notes. Now Assistants can see exactly which practitioners have notes outstanding and follow up with them. Making sure all your notes are done, and you are in compliance with Board note taking requirements,  just became easier than ever for your entire practice.

Add schedule history to the client master

The client master on the Instinctive Notes Web App now displays the entire schedule history, including planned and actual visits, for the client.

You can now easily understand how a client has been meeting their treatment schedule over their entire time with you.

There is a direct link to the schedule information from the Instinctive Notes Web App home page so it's easy for Assistants to discuss the historical schedule with your clients while booking new appointments. Simply click the client's name and you're there.

New responsive site for Instinctive Notes Web App

New look for the at https://au.instinctivenotes.com/ with a fully responsive design. All screens now work on all devices, from your desktop to your iPhone.

The entire Instinctive Notes Web App has been updated with a much cleaner look and feel.

Menus are now full responsive which means you can navigate the entire Instinctive Notes Web App from your iPhone and up. The settings menu is easier to access, requiring less taps to get to what you want to update.