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  1. 27 votes

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    Elisa Rawlinson commented  · 

    When a case manager leaves an agency or caseload is moved to a different case manager, the current workflow is for a manager or Admin to manually go through each client record in the caseload and switch to a new case manager. It would be helpful to be able to bulk switch an entire caseload from one case manager to another.

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    Elisa Rawlinson shared this idea  · 
  2. 16 votes

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    Elisa Rawlinson supported this idea  · 
  3. 3 votes

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    Elisa Rawlinson supported this idea  · 
  4. 6 votes

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    Elisa Rawlinson supported this idea  · 
  5. 1 vote

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    Elisa Rawlinson shared this idea  · 
  6. 4 votes

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    Elisa Rawlinson supported this idea  · 
  7. 25 votes

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    Elisa Rawlinson supported this idea  · 
  8. 8 votes

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    Elisa Rawlinson supported this idea  · 
  9. 2 votes

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    Elisa Rawlinson shared this idea  · 
  10. 15 votes

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    Elisa Rawlinson supported this idea  · 
  11. 1 vote

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    Elisa Rawlinson shared this idea  · 
  12. 3 votes

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    Elisa Rawlinson supported this idea  · 
  13. 6 votes

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    Elisa Rawlinson supported this idea  · 
  14. 3 votes

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    Elisa Rawlinson supported this idea  · 
  15. 3 votes

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    Elisa Rawlinson commented  · 

    Allow for PDF attachments to referrals, so agencies can attach applications and other required documentation to referrals, this will allow referrals to be processed much faster.

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  16. 4 votes

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    Elisa Rawlinson supported this idea  · 
  17. 5 votes

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    Elisa Rawlinson supported this idea  · 
  18. 16 votes

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    Elisa Rawlinson supported this idea  · 
  19. 4 votes

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    Elisa Rawlinson supported this idea  · 
  20. 4 votes

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