Settings and activity
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27 votes
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An error occurred while saving the comment Elisa Rawlinson supported this idea ·
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18 votes
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3 votes
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6 votes
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1 vote
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4 votes
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Elisa Rawlinson supported this idea ·
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25 votes
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8 votes
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Elisa Rawlinson supported this idea ·
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3 votes
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16 votes
Elisa Rawlinson supported this idea ·
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1 vote
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3 votes
Elisa Rawlinson supported this idea ·
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6 votes
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Elisa Rawlinson supported this idea ·
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3 votes
Elisa Rawlinson supported this idea ·
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3 votes
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An error occurred while saving the comment 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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4 votes
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5 votes
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16 votes
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4 votes
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Elisa Rawlinson supported this idea ·
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4 votes
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Elisa Rawlinson supported this idea ·
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.