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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jun 25, 2021

RELATED IDEAS

Make it easier to add a referral source to a client without navigating away

Make it easier to add a referral source to the client's chart so that I don't have to navigate away from the client's chart to add it.
App Type TheraNest App
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  • Guest
    Reply
    |     Jun 25, 2021
    If I have a new referral source, I have to go in and create them as a referral source then go back to the client's info to add it. Just let me free text the referral source.
  • Guest
    Reply
    |     Jul 24, 2018
    It would be nice to be able to enter a referral source while I am filling out the new client details rather than have to close that screen, enter a new referral, and then come back to my new clients screen and find the recently inputted referral in the drop down list.