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TheraNest Ideas Portal
Status Completed
Categories Clients & Groups
Created by Guest
Created on May 24, 2019

Add easy reference insurance items to client details sidebar

I'd love to quickly see the clients insurance opposed to looking it up.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We now show top-level client details in the sidebar navigation menu, letting you easily reference this info when accessing other client profile pages.
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