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Status Completed
Categories Clients & Groups
Created by Guest
Created on Sep 16, 2021

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Assign staff members to prospective clients

When adding a client to the prospective clients list, allow me to assign a staff member.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    Staff members can be assigned to prospective clients and will automatically be assigned to the client if the client is activated.
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  • Guest
    Reply
    |     Jan 20, 2022
    Automatically assign the prospective client to the therapist who activates that client. Without this feature this function is quite useless to a group practice. Thanks!