Be able to select multiple clients in client list Batch Edit them. | Voters

Be able to select multiple clients in client list Batch Edit them.

adrian@thephysioco.com.au

Having the ability to select multiple files and change simple functions like "Case Manager", "Client Group", "Site" and "Case Status" will make it much easier to sort through the client files.
We have a team of close to 100 physios in the field with new clients being added and older clients who are no longer seen and the management / sorting and archiving of the 4,000+ files that we have is very difficult to do individually.
A batch edit function will simplify this for:
Each individual physio to manage their own case load of clients 
The admin staff who manage the clients "back of house" on behalf of the physios
The Quality Control and Audit team who regularly review client files against company standards.
How to make it work / look: A simple check box next to each client file in the client list would work well and then an "Edit" (or similar) button that provides a pop up box with the editable options would be ideal.
Thanks

November 8, 2017

Tony Nguyen (G)

this would be so helpful will so many reporting

Batch edit function similar to batch payment but for the client group/location etc

Lachlan Cox

Merged in a post:

Batch Close Inactive patients

Dr Ricardo Farago

Filter patients by date last invoiced and be able to batch close patients that are inactive

June 28, 2021

Lachlan Cox

Merged in a post:

Marketing Consent

David Logue

Option to tick all patients as "Approved".

This will eliminate asking for this information, and "Not approved" can be selected after request by the patient.

June 4, 2021

Lachlan Cox

Merged in a post:

Multi-apply settings to ALL patients

David Logue

Would be handy to apply to patient's files the same settings

Approved marketing consent.
Create same folders in files for each client. (will make it easier to manage as it will be consistent.

etc

June 4, 2021

Matthew O'Carroll

marked this post as

open

Emily Oosthuizen

This would be useful as we need to be able to run reports about what clients are in what clinics at any given time. Each client could be in two separate clinics e.g our psychology clinic and sleep clinic which are completely separate but run in the same building.

Andreas Papastergiadis

Thank you for posting your idea Kathryn.We do plan on implementing a change to the marketing consent option. You can keep updated with the idea here: https://ideas.coreplus.com.au/ideas/CP-I-1367There is a similar idea in the portal to have default folders for all clients. You can find that idea here: https://ideas.coreplus.com.au/ideas/CP-I-668Thanks,Andreas

David Logue

Thanks Andreas.

That would be perfect!

Andreas Papastergiadis

Hi Kathryn,Thank you for the idea.We can certainly consider this in the future.Out of curiosity, would you see any benefit in being able to set the default option for the entire account. For example, setting either approved or not approved as the default option, then that automatically being set for all new clients? Thank you