Bulk Service Placement by Caseload
It would be great if users could bulk add services based on their active case loads. They would see a list of all their assigned clients (or alternatively search bar where they could add todays clients to a list) and then assign a bulk service (or toggle multiple services) for all the clients on the list (or check off the ones it applies to). Perhaps new enrollments assigned to them could automatically show up on this list.
5
votes
Hannah Whitfield
shared this idea
Thank you for your feedback. We are currently reviewing this request.
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Abby Burgess
commented
Currently, adding one service at a time to a client record requires a save and page load in between each service. An expand services and add multiple feature would be helpful and save time!