ability to write one assessment and have it apply to multiple clients
In some cases, an assessment might need to apply to multiple clients, similar to how a service can apply to multiple clients (but in niche cases it doesn't make sense to do this in services). Could we ever consider ability to have one assessment associated with multiple clients to save time?
2
votes
Charles Horenstein
shared this idea
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Nancy Esteves
commented
This would be great and would prevent additional errors when trying to apply the same information for large families.