Share Your Ideas for New Stuff

When copying a client chart, allow copy of pathways to the new client chart.

Some agencies add a new client chart when the payer changes or possibly for other reasons. When copying the client, because no activities are copied, the pathways are also not brought over. This idea would be to allow users to see which pathways were part of the previous client chart, so they can add them into the current chart, without having to go between records.

  • Kellie Kopischke
  • Apr 10 2023
  • Future consideration
  • Attach files