 Samsarah
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| Joined: 21 Apr 2006 |
| Total Posts: 16 |
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Retrieving client files
Posted: 25 Aug 2008 01:43 PM |
How difficult would it be to add a client's phone number to the drop down list in Client Files
as a way to retrieve a client file. In other words, we now have the options, last name, birthdate, ssn, organization, key words. It would be very helpful for our nurse to be able to pull up a client's file after they have left a phone number on her cell phone.
Clear as mud?
Sarah |
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Re: Retrieving client files
Posted: 25 Aug 2008 04:51 PM |
Hi Sarah,
Thanks for this feedback. Which phone number would it be most helpful for you to search for a file with--home phone, work phone, or cell phone (all 3 of these phone numbers are tracked in the file)? Can you help us understand how searching for a file by the phone number would be more helpful than the client's name or file id number? We'd love to better understand why this would be helpful for your center.
Thanks so much for staying in touch with us! :)
In Him,
Sarah
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Samsarah
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| Joined: 21 Apr 2006 |
| Total Posts: 16 |
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Re: Retrieving client files
Posted: 03 Sep 2008 12:59 PM |
Our nurse is on call 24/7. There are many times she sees a phone number on her phone caller ID and before she calls them back, she would like to check to see who they are and get current on their case.
Any help would be great.
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Re: Retrieving client files
Posted: 03 Sep 2008 01:04 PM |
Thanks for this info Samsarah. This makes perfect sense now. Our team will take a look at the possibility of including this in a future enhancement.
Thanks for your feedback!
Sarah |
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