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 | Provider App |
-
GuestSep 13, 2021When 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.0 reply Hide replies
