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THNP1-I-1009
THNP1-I-1009
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Status
Future consideration
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Categories
Clients & Groups
Created by
Guest
Created on
Apr 22, 2021
RELATED IDEAS
Indicate if the duplicate client is due to a prospective client
Merge duplicate clients
Don't alert me when I unarchive a client
Display client's name on warning when deleting clients
Alert me if I'm archiving a client with a balance
Alert for new secure message
Send alert when clients enter or update information in Client Portal
Pop-up alerts when accessing a client's details
Notify clients of new appointments without client portal account
Differentiate clients with the same initials
Alert me when a duplicate client is created
Alert me if I create a duplicate client.
App Type
Provider App
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1
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Guest
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Jul 29, 2022
Alert is there if the name is exact, but we recently had a duplicate client recreated where the name was input slightly differently, but it could have been caught by email address or phone number if that functionality existed.
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