Have you seen the new and exciting enhancements we've made for Group Note Summaries in Bells?
Defaulting the summary text for your Group Notes…
Customizing or importing entire Custom Note Sections (like checkboxes, radio buttons and text fields) so a series of answers can be applied for the whole group…
The world is your oyster!
Why do you care about a Group Note Summary enhancement like this? It means you only have to answer the configured questions one time for your entire group instead of on each individual note in the group.
Here's some examples!
Defaulting Group Summary Text:
Also on the Show status group note Summary, users can “Copy Summary to all statuses” further saving you time and hassle from retyping or even manually copying/pasting the text from Show to No Show and/or Cancelled summaries.
Defaulting with a Custom Note Section (including checkboxes, radio buttons and text fields):
Your Bells Administrator can configure these amazing time saving features for you to use on your Group Notes in Bells.
For Administrators, you can find more information about configuring Group Note Summary Defaults in our Configuring Note Types article.
For Non-Administrator users, you can find more information here for Group Notes.