Assign staff members to prospective clients
When adding a client to the prospective clients list, allow me to assign a staff member.
15
votes
AdminSarah M
(Admin, theranest)
shared this idea
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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Tiffani Lloyd commented
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!