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Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Jul 26, 2017

RELATED IDEAS

Add ability to merge duplicate cases

If a second case has been opened for a client it would be nice to be able to merge it with the old case.
App Type Provider App
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    • Guest
      Reply
      |       Jun 16, 2020
      Can we please have combined notes and cases?
    • Guest
      Reply
      |       Apr 16, 2019
      Make a way to merge cases or create a way to disable this function.
    • Guest
      Reply
      |       Jan 16, 2019
      One of the main issues that I have noticed is that there are cases notes that are opened by accident and there is no way of merging it together.
    • Guest
      Reply
      |       Oct 10, 2018
      How do I transfer those notes over to the individual case so I don't have to rewrite a bunch of notes?
    • Kenneth Buckle, Psy.D.
      Reply
      |       Dec 4, 2017
      yes, second cases sometimes get opened accidentally
    • Guest
      Reply
      |       Mar 28, 2016
      Take off auto-feature to make a new case. New cases are created by administrative/billing staff trying to print off a note and it is not yet in there/was closed. Make an "add new case" section only manually.