Functionality to move assessments/services/notes from one client profile to another
Similar to the functionality under launchpad>merge where a program enrollment can be moved, generate functionality to move assessments/services/notes etc that are incorrectly entered under one client record to a different client record. Currently when end user enter this information incorrectly under one client, we must delete the record and advise the end user to re-enter the information into the appropriate client record. This functionality could save case managers time from having to re-enter data.
AdminEmma Nunn (Admin, Bitfocus) shared this idea
Under Review · AdminDanielle Robadey (Admin, Bitfocus) responded
Thank you for your feedback. We are currently reviewing this request.