Upload documents to prospective clients
Allow me to upload documents to prospective clients.
1
vote
AdminSarah M
(Admin, theranest)
shared this idea
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Ginger Veitinger commented
Two things that would be very helpful for us--and I'm sure other practices as well: (1) the ability to upload documents to prospective client records and (2) when a staff member is assigned to a prospective client, that the staff member receives some sort of notification so know to go and check the record.