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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Feb 1, 2022

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Add DOB to prospective clients list

When adding a prospective client allow me to input their birthdate.
App Type Provider App
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    • Catrin Jensen
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      |       Feb 1, 2022
      Tp fully utilize the prospective client feature, we would like for it to have fields for demographics (name, address, DOB) Insurance info AND the ability to send intake forms, to be automatically notified when forms are complete and for these fields to populate then the prospective client is activated.