Add termination date to client's details
Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.
7
votes
AdminSarah M
(Admin, theranest)
shared this idea
-
Heather Roa
commented
It would be great to have a date of last contact or termination date that can be seen from the Client List screen where you can search active or archived clients. Presently, we have to fully unarchive a client to find this information. It'd be great if we could just see the date that has been assigned as the last one where any contact has been made or a termination date was established. Since records have to be kept for 7 years but files can be destroyed after that, that information easily seen would be very helpful for that purpose.