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'Somewhere to enter Rehab / lawyer details in the Client file and letter templates' has been merged into this idea

Key stakeholder list which is also inputable to a letter

Many key stakeholders are the same over various clients ie CRS or Centerlink I would like to be able to have a database of key stakeholders where I can input the client the clients appointment time and the Key stakeholder thus sourcing from two data lists.

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    Edwina CEdwina C shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Melissa FieldMelissa Field shared a merged idea: Somewhere to enter Rehab / lawyer details in the Client file and letter templates  ·   ·  Show description
    planned  ·  GlenAdminGlen (Admin, myPractice) responded  · 

    Agreed – We are planning on adding an ‘Address Book’ for that purpose.
    It will allow entry of any entity along with postal and email addresses and phone numbers.
    We plan on allowing importing from Outlook and other address books. This will be implemented alongside the work being done to integrate Argus Connect.
    If there are other details we should consider, please comment here.

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