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A more user-friendly way of entering several family members

When adding several family members to a client's record the method can be time consuming (particularly for some members of staff) only allowing one member to be added at a time. It would be preferable to be able to add multiple family members in one go without the window closing each time.

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    Anonymous shared this idea  ·   ·  Admin →

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      • Lisa Dunlap commented  · 

        It would be so helpful to be able to Create an individual client of each family member listed in the senior record that carries the info already entered (name, address, family members, bday)

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