It would be helpful to have a simple way to enter referral, such as probation, attorney, court staff etc; and allow the system to send progress updates via email for each client. Ideally this would be one email with a PDF attachment of the client progress updates for each referral source.
Currently I have to copy information from Theranest into a merge Word document to send an email to each contact.
It would save a tremendous amount of time for the therapist to have this option.
