Lupe Schneider
My feedback
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768 votes
Lupe Schneider supported this idea ·
I would like the ability to enter families and couples as one client so you can type the note via agenda and it shows up as typed. Entering each family member or couple as a client and then grouping them is time consuming and takes up the space for new clients.
I can understand adding separate cases for parts of the family or couple if they also receive individual services but there should be a way to enter the family or couple as a client and enter needed information such as DOB/Social/insurance information for each family member under the family.