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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Feb 27, 2023

Warning when archiving a client with open cases

Warn me when I try to archive a client that still has open cases so I can close the case before archiving the client.
App Type TheraNest App
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  • Guest
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    Feb 26, 2023
    Good morning. Is there a way to prevent a client from being archieved when they have an open case. Such as giving a prompt like "this client has an open case, are you sure you want to archive the client". That would be super helpful!!!! Thank you!