Link to client's details from secure messaging
When viewing a secure message, have the client's name link directly to their details like it does in other areas of TheraNest.
2
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Carrie Harrison - Office Manager
commented
Have client name in Client Messaging mailbox be a hyperlink to client's account.
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Linda Crossley
commented
Now that Secure Messages can be Saved to the client's record, the client's name in the Secure Message should be a link, where you can click on that client's name and go to the client's record directly to sign the Secure Message. Right now, you need to go to the list of clients, find that particular client and click on their name there, and then navigate within the client's record to the Case Contact notes tab in order to simply sign these messages.