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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Aug 11, 2021

Add filters to Detailed Client report

When running the Detailed Client report, allow me to apply filters so I can view all clients associated with a particular referral source or location.
App Type TheraNest App
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  • Guest
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    Aug 10, 2021
    there needs to be a function where it allows you to pull all clients from a particular referal base. All clients that was referred through that referal office should be able to populate.