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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Sep 1, 2022

Search contact network

Allow me to search for people who are in the contact network for my clients. Sometimes a person may start as a contact, but then end up a client and I want to see if we've already added them as a contact so I don't create a duplicate client.
App Type TheraNest App
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  • Guest
    Reply
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    Aug 30, 2022
    Search by Contact Network to avoid duplicate clients
  • Guest
    Reply
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    Apr 24, 2019
    Be able to search by the parent/legal guardian's name when needed. Custody information may be necessary as well for when parents are not the legal guardian or do not have rights. Sometimes a parent/legal guardian may be the one to contact me and may not include the child's name immediately. I can search by last name, but last name's do not always match.