View Appointment History in Client Details
One request we had recently was to add the ability to see the Appointment History of a Client easily whilst in their Notes. The idea was to be able to see the dates you saw the Client and quickly navigate to a particular set of Notes for a given date, plus be able to see the Consultation Type on any given date.
We've exposed this information in 2 places.
1) In the sidebar, when a Client is selected, their Appointment History is shown in descending order in the "Prev. Appt." tab as shown below. Double clicking any date loads the Consultation Notes for that date.
2) Previously it was only available in the Consultation Details section from the Appointment List dropdown, and this dropdown only showed the Appointment Date, not the Consultation Type.
The dropdown now displays both the Date and the Consultation Type.