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Status Completed
Categories Practice Management & Administration
Created by Guest
Created on Jun 6, 2022

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Change client dropdown to search when adding a task

When adding a task to the task list, change the client dropdown to a search. We have a lot of clients in our system and it takes too long to scroll.
App Type Provider App
  • ADMIN RESPONSE
    Aug 23, 2024
    You can now search for clients in the Associate with client field when adding a new task to link clients faster rather than scrolling through the list.
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    • Guest
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      |       Jun 17, 2022
      Please update this incredibly useful tool from "Client drop down" window to "Search" window; we have too many clients to go down looking for the one we need.
    • Guest
      Reply
      |       May 16, 2022
      The client selection field in the new task list feature NEEDS to have the functionality to type a client's name, not just select from a dropdown. Including archived clients, we have over 1,500 clients in theranest, and scrolling through a dropdown where you can only see a few at a time is ridiculous. The task list function is useless to us until this is changed. We need to be able to start typing a name and have the list auto-filter as you type, like the appointment creation feature allows.
    • Guest
      Reply
      |       May 3, 2022
      Instead of having to scroll down the entire client list to select a client, can we just type a piece of the name and the name come up.
    • Guest
      Reply
      |       May 1, 2022
      The Task list is great. Thanks. Could you add a couple of things to it: Can you allow us to access archived clients? (i.e., might have old insurance claim issues after someone's archived.) and can you let us type in an initial in the client drop down instead of having to scroll through our entire list to find the client?