Flag when existing clients contacts create a file to book in
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Natalie Deverneuil
We have had a few instances of partners or family members of clients booking in with the same psychologist. It would be great if when a client file is made if there are any contacts with the same name to be flagged so we can prevent conflicts of interest.
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Lachlan Cox
Hi Natalie,
Thanks for sharing your idea with us.
Would you mind elaborating on how these client files are being created? Is it being made by a user or is coming through an online booking?
This will ensure that we properly understand what you’re hoping to achieve from this request.
Kind regards,
coreplus Product Team