Option to permanently purge a case record after x years
Some contracts require a purge of client records after seven years (permanently - securely wiping disk/shredding hard copy case file without the ability to recover). Have eR send an email alert to remind staff to shred the paper records at the same time the electronic records are purged.
2
votes
AdminextendedReach Support
(Product Owner, extendedReach)
shared this idea
this item in not currently on our near-term roadmap.