Joshua Godwin
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3 votes
An error occurred while saving the comment Joshua Godwin
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10 votesJoshua Godwin
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26 votes
An error occurred while saving the comment Joshua Godwin
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You should be able to set the Treatment Plan as a required document (in the list manager) and set the recurring days on it. Then you need to set it as a requirement in the client's profile which prevents notes if requirement is not met.
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8 votesJoshua Godwin
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2 votesJoshua Godwin
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In addition, the service authorization groups need the same feature. It is a huge inconvenience to have to update each client's services in your program after needing to add a service to an existing group or an existing authorization.