only allow referrals which are marked as current in the client file to be selected when editing appt
When creating or editing an appointment in the Calendar, it would be good to only have the referral which is marked as "current" in the client's file to be available to choose, to reduce likelihood of invalid/expired referrals being accidentally chosen?
1
vote
Ahead Psychology Admin
shared this idea
The Appointment Edit form automatically selects the Referral marked as ‘Current’. The others are listed so that the user can quickly change the ‘Current’ Referral to another should it be required, (ie: right click the Referral box and select ’make selected referral current") rather than going in to the Client Record and changing it there. (I believe this was a request from Ahead about 2 years ago)
