inactive clients included in "jump to client" drop down menu
Add a check box (or something) that allows inactive clients to be accessed from the "Jump to Client" drop down menu instead of having to all the way back to client manager and click on "show inactive" every time.
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Amber Poss
shared this idea
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Amber Poss
commented
This feature would make completing Medicaid and DBHDD required reports so much easier and less time-consuming. The PMR report requires information on clients from 7/1 for the previous year to 6/30 of the current year. I am CONSTANTLY having to go back to the client manager to look at inactive clients, making this report much more time consuming. I already have to do the majority of the report manually through multiple excel sheets.