We need a way for therapists to filter client lists by active, closed, or archived.
In the past we have had to remove a therapist from the client's list of assigned staff because even though the therapist closes the case, they show up on their list of clients. When therapists leave our practice and need to download their case files, we then have problems getting them access to download the notes.
We also need a way to ensure that note reports are accurate even for archived clients.
