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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Sep 21, 2021

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Add referral source to prospective clients list

When adding a client to the prospective clients list, allow me to add their referral source.
App Type TheraNest App
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  • Rachael Eichhorn
    Reply
    |     Mar 25, 2024
    Yes, Please!!! Also, what Insurance does the client have? We need this for new client inquiry metrics! It would be great if the fields matched the Client Detail's important information. Such as DOB too!