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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Sep 15, 2021

Automatically assign staff from client when new case is created

When I create a case for a client (either a group case or individual case), have the staff automatically pull from the assigned staff in the client profile so I don't have to add them individually again or remember who I need to add.
App Type TheraNest App
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  • Guest
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    Sep 13, 2021
    When new Client Cases or Group Cases are created, we need the ability to automatically assign staff to the Case instead of having to manually assign every staff member to every Client and Group Case that gets created. Without this feature we are ending up with duplicate Clients, Cases, and are spending a lot of valuable time assigning staff to Cases, and/or trying to delete duplicate records.