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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jan 18, 2022

Add contact to prospective clients list

Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
App Type TheraNest App
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  • Guest
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    Jan 17, 2022
    Ability to duplicate email in prospective client for an active client (ex: parent contacted to initiate services for sibling, but unable to save in perspective client as email was already in place for active client)