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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Sara McClure
Created on Apr 17, 2023

Do not auto-assign newly assigned staff to all open cases

When a new staff member is assigned to a client, do not automatically assign them to all open individual cases. There may be some cases where the newly assigned staff doesn't need access.
App Type TheraNest App
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    May 8, 2024
    When we open a new case and add a staff member to the case, they get added to all PAST CASES. This is an unnecessary feature that just came out. Please go back to the assign staff member PER CASE option. Thanks!