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Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Jan 29, 2019

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Ability to archive clients when closing a case

It would save so much time if we could archive a client from the same page where we close a case.
App Type TheraNest App
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  • Guest
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    |     Mar 13, 2024
    Please add an option to close case and archive in the case screen. This would prevent us from having to take additional steps to archive clients after closing their records.