Adding a date tab to the Closed client file section
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Rommy Armstrong
When you close a client file, we are looking for a way to record the date the client file was closed and therefore recording when intervention has finished. When you look in the closed file tab within the client field, it shows the name, address, phone, mobile, email, etc. But it would be great if there was a date box here that records the date the client file was closed. At the moment, you have to check the event list and can only see Client's file updated with a date and username listed. But this just says client details updated, nothing specific that this is the date the client file was closed. Plus once the file is closed, if we want to check the events section we have to re-open the client's file to see this. It would be great if you
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Lachlan Cox
Merged in a post:
Start therapy and cease
S
Sonya Jenkins
We would like to have a start and end date in a clients file that we can use to run reports from
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Practice Manager Mandurah
A short reason the file was closed would also help - eg - client disengaged, referral ended etc
Lachlan Cox
Merged in a post:
Report that shows who was 'closed' on what date
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Brenda Dolieslager
A report that shows who was closed on what date, this seems like something all practitioner could benefit from, in particular in terms of letters to GPs etc.
If it could be filtered by certain date ranges, even better.
M
Matthew O'Carroll
open
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Brad Williams
I agree that this would be very useful.